Dalton JuddCRD Number: 6752596
Current Firm: Morgan Stanley
Dalton Judd (CRD# 6752596) is an Investment Advisor Representative working at Morgan Stanley in Westborough, MA and has over 5 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Claybrook Capital, LLC
Ameriprise Financial Services, LLC
|Morgan Stanley Private Bank, N.a.||New York, NY||Jan 2022 - Current||< 1|
|Morgan Stanley Smith Barney LLC||Westborough, MA||Sep 2021 - Current||< 1|
|Natixis Investment Managers||Boston, MA||Dec 2017 - Sep 2021||3|
|Nylife Securities LLC||Westborough, MA||Feb 2017 - Dec 2017||< 1|
|New York Life Insurance Company||Westborough, MA||Feb 2017 - Dec 2017||< 1|
|Unemployed||Hardwick, MA||Oct 2016 - Jan 2017||< 1|
|Hire Connections||Denver, CO||Aug 2016 - Sep 2016||< 1|
|Unemployed||Hardwick, MA||Jun 2016 - Jul 2016||< 1|
|Trinity College||Hartford, CT||Jan 2012 - May 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2016|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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