Deepinder Sekhon is a registered investment advisor at Morgan Stanley, based in Santa Rosa, CA, with 17 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
3562 Round Barn Circle, 1st Floor, Santa Rosa, CA, 95403
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Deepinder owns rental properties in Santa Rosa and Windsor, California, since 2006 and 2021 respectively, dedicating minimal time outside business hours to property management. He also serves on the Finance Committee of the Sonoma County Tourism Bureau, spending minimal time outside business hours promoting tourism.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations20 states
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.