Amy Stella Dalton

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

• 06/2009 → 10/2017
  Morgan Stanley Smith Barney
  Washington, DC
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2017 → Present
  Morgan Stanley
  St. College, PA

Previous Registrations

• 2007-03-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Washington, DC
  Washington, DC

Other Businesses

*537439 - Trust; Investment related: Yes; Reedsville, Pennsylvania; Trust; Trustee/Co-Trustee; 02/2023; During business hours: 0; After business hours: 2;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-13
• S63 Uniform Securities Agent State Law Examination
  2004-12-17

Other Names

• Any Stella Dalton