Adrienne Dellinger

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

• 01/2016 → 02/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 03/2019 → Present
  Morgan Stanley
  Wyomissing, PA

Previous Registrations

• 2016-02-16 → 2019-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD

Other Businesses

*OBI - 559131 - The Island of Misfit Dogs ; Investment related - No ; CRESSONA, Pennsylvania ; Animals ; Founder: Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 100 ; Administrative: Accounting/Bookkeeping: Fundraising: Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2016-02-13
• S63 Uniform Securities Agent State Law Examination
  2013-07-10

Other Names

• Adrienne C Smith
• Adrienne E Cope
• Adrienne C Smith-Dellinger
• Adrienne Smith-Dellinger