Charlotte J Dillon

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

• 01/2023 → Present
  Morgan Stanley
  Purchase, NY
• 07/2021 → 05/2022
  Irene Leigh
  Saratoga Springs, NY
• 07/2021 → 02/2022
  Supernatural
  Saratoga Springs, NY
• 09/2017 → 12/2022
  Veterinary Surgical Care, P.C.
  Briarcliff Manor, NY
• 02/2020 → 05/2020
  Skidmore College
  Saratoga Springs, NY
• 05/2018 → 08/2018
  Rivertown Aquatics
  Sleepy Hollow, NY
• 06/2017 → 08/2017
  American Pools - Guard For Life
  Tarrytown, NY
• 09/2018 → 05/2022
  Skidmore College
  Saratoga Springs, NY
• 09/2014 → 06/2018
  Briarcliff High School
  Briarcliff Manor, NY
• 01/2019 → 04/2019
  Skidmore College - Early Childhood Center
  Saratoga Springs, NY
• 06/2019 → 08/2019
  New York State Unified Court System - Bronx Family Court
  Bronx, NY
• 05/2021 → 12/2022
  Schafer Psychiatric
  Scarsdale, NY
• 05/2017 → 06/2017
  Trump National Golf Club
  Briarcliff Manor, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-04-07