Dale Akinla

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Morgan Stanley Smith Barney
  Mount Kisco, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1. RENTAL PROPERTY- OWNER- 1.0 HOURS AFTER BUSINESS- EFFECTIVE DATE 07/2011 *OBI - 545594 - St. Matthew's Episcopal Church. Bedford, New York ; Investment related - No ; Bedford, New York ; Religious ; Investment Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2023 ; During business hours : 0 ; After business hours : 0.5 ; review of investment policy guidelines, asset allocation, monitoring drawdown of the endowment to meet the church's pending needs. Endowment investment passively in index funds. Role will not involve providing specific investment advice or advice on specific securities.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29
• S63 Uniform Securities Agent State Law Examination
  2002-07-02

Other Names

• Dele Akinla