Dennis Delaney Parlante

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

• 04/2009 → 12/2024
  Charles Schwab & Co., Inc.
  Vienna, VA
• 12/2024 → Present
  Morgan Stanley
  Baltimore, MD
• 01/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-04-23 → 2025-01-14
  Charles Schwab & Co., Inc.
  Vienna, VA
  Westlake, TX
  Crofton, MD
• 2021-08-08 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  Vienna, VA
• 2007-12-18 → 2008-11-04
  Clearbridge Investments
  Baltimore, MD
• 2006-03-15 → 2007-12-18
  Clearbridge Investments, Llc
  New York, NY
• 2000-05-19 → 2005-12-02
  Legg Mason Wood Walker, Incorporated
  Baltimore, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-27
• S63 Uniform Securities Agent State Law Examination
  1996-08-27

Other Names

• Dennis Delaney Parlante
• Dennis D Parlante