Dalton Judd, financial advisor Westborough MA

Dalton Judd

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Dalton M. Judd
Phone Number: 914-225-5510
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    1,311,935
    MILLIONS
  • Total Number of Accounts
    2,129,899
    ACCOUNTS
  • Average Account Value
    $615,961
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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