Darcy Rae Dahl

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2016-11-28
MN	RA	APPROVED	2013-12-05

TX RA
APPROVED_RES

Since 2016-11-28
MN RA
APPROVED

Since 2013-12-05

Branch Locations

8300 Norman Center Drive, Bloomington, MN 55437 • 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

Organization	City	State	From	To
Morgan Stanley Private Bank, N.A.	New York	NY	03/2016	Present
Morgan Stanley	Bloomington	MN	05/2016	Present

03/2016 → Present

Morgan Stanley Private Bank, N.A.

New York, NY
05/2016 → Present

Morgan Stanley

Bloomington, MN

Previous Registrations

2012-03-12 → 2012-11-15

Morgan Stanley

Minneapolis, MN

Other Businesses

*529755 -Japanese American Citizens League; Investment related: Yes; San Francisco, California; Individual Rights and Liberties; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 2; Investment Decisions/Advice *547035 - Barre 3; Investment related No; Edina, Minnesota; Fitness Studio; Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/2023 ; During business hours: 0; After business hours: 12; Fitness instructor.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-03-09

S66 Uniform Combined State Law Examination

2012-03-09

View on SEC IAPD