DI
DI

Dilina Isho

27 Years of Experience
Sherman Oaks, CA
Broker

Dilina Isho is a registered investment advisor at Morgan Stanley, based in Sherman Oaks, CA, with 27 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

15260 Ventura Boulevard, Suite 1900, Sherman Oaks, CA, 91403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dilina works as a notary public and loan signing agent in Northridge, California, since March 2020, spending a few hours per week on this activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
April 2006 - April 2007 · 1 yr
Morgan Stanley
April 2006 - April 2007 · 1 yr
Banc of America Investment Services, INC.
September 2005 - March 2006 · 6 mos
Banc of America Investment Services, INC.Broker
September 2005 - March 2006 · 6 mos
Morgan Stanley
June 2005 - August 2005 · 2 mos
Morgan Stanley Dw INC.Broker
November 1998 - August 2005 · 6 yrs 9 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.