MD
MD
Marcie Daleo is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
112 Worcester Street, Wellesley, MA, 02481
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Regulatory History (3)
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Customer Dispute
November 2023Settled
Employment Separation After Allegations
October 1989Customer Dispute
November 1988Settled
Other Business Activities
Marcie owns rental property in Norwood, Massachusetts, since August 2024. She dedicates minimal time to property management.
Employment History
Current Registrations
Morgan StanleyBroker
November 2020 - Present · 5 yrs 6 mos
Morgan Stanley
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLC
November 2005 - November 2020 · 15 yrs
RBC Capital Markets, LLCBroker
November 2005 - November 2020 · 15 yrs
Legg Mason Wood Walker INC
January 2005 - November 2005 · 10 mos
Legg Mason Wood Walker, IncorporatedBroker
September 2000 - November 2005 · 5 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
August 1990 - September 2000 · 10 yrs 1 mo
Prudential-Bache Securities INC.Broker
May 1984 - February 1990 · 5 yrs 9 mos
State Registrations43 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.