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Tonya L Dalton

Morgan Stanley

Farmington Hills, MI

CRD 5371983

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-19
MI RA APPROVED 2017-11-06
  • TX RA
    APPROVED_RES
    Since 2020-03-19
  • MI RA
    APPROVED
    Since 2017-11-06

Branch Locations

35055 West Twelve Mile Road Suite 101, Farmington Hills, MI 48331 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Farmington Hills MI 06/2009 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Farmington Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-06
  • S66 Uniform Combined State Law Examination
    2017-11-06
Other Names
  • Tonya Dalton
  • Tonya Larae Dalton

View on SEC IAPD

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