Dalton A Grados

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

• 09/2018 → 05/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2019 → 05/2020
  Northwestern Mutual Investment Services Llc
  Tampa, FL
• 10/2015 → 03/2020
  Dalton Grados
  Riverview, FL
• 01/2023 → 05/2024
  Equitus
  Clearwater, FL
• 04/2021 → 01/2023
  Ideal Agent
  Tampa, FL
• 08/2018 → 06/2020
  Northwestern Mutual Life Insurance Co
  Tampa, FL
• 08/2010 → 05/2019
  Student
  Tampa, FL
• 05/2020 → 08/2020
  Unemployed
  Riverview, FL
• 08/2020 → 04/2021
  Cbd American Shaman
  Brandon, FL
• 05/2024 → 06/2024
  Matthew Lytell
  Tampa, FL
• 06/2024 → 05/2025
  Matthew Lytell
  Tampa, FL
• 06/2024 → 05/2025
  Northwestern Mutual Investment Services Llc
  Tampa, FL
• 10/2024 → 05/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2025 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2024-10-18 → 2025-05-01
  Northwestern Mutual Investment Services, Llc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-08-26

Other Names

• Dalton Mcnally
• Dalton Mcnally
• Dalton Grados
• Dalton Mcnally
• Dalton Mcnally
• Dalton Grados