DD
DD
Donald Delahunt
36 Years of Experience
Alpharetta, GA
8 DisclosuresBroker
Donald Delahunt is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 36 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
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2023Denied
Customer Dispute
March 2008Settled
Customer Dispute
January 2003Settled
Customer Dispute
May 2002Denied
Customer Dispute
April 2002Denied
Customer Dispute
September 2000Denied
Customer Dispute
April 2000Denied
Customer Dispute
October 1997Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2002 - April 2007 · 4 yrs 5 mos
Morgan Stanley Dw INC.Broker
April 2002 - April 2007 · 5 yrs
Salomon Smith Barney INC.Broker
January 2002 - April 2002 · 3 mos
The Robinson-Humphrey Company, LLCBroker
August 1995 - January 2002 · 6 yrs 5 mos
Painewebber IncorporatedBroker
November 1989 - August 1995 · 5 yrs 9 mos
State Registrations26 states
ALAZCACODEFLGAHIIDILKSKYLAMDMIMNNCNVNYOHOKSCTNTXUTVA
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.