Stephen Dalton is a registered investment advisor at Morgan Stanley, based in State College, PA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
720 South Atherton Street, State College, PA, 16801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen owns commercial rental property since 2013. He also serves as a trustee/co-trustee for a trust, dedicating minimal time during business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Butcher & Singer INC.Broker
First Jersey Securities, INC.Broker
State Registrations41 states
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