DC
CFP
DC
CFP

Diana Ceylan

30 Years of Experience
Paramus, NJ
Broker

Diana Ceylan is a CFP-designated registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 30 years of industry experience. Diana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs 5 mos
Morgan Stanley
May 2023 - Present · 3 yrs 5 mos
Morgan StanleyBroker
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
June 2009 - April 2023 · 13 yrs 10 mos
Oppenheimer & CO. INC.
June 2009 - April 2023 · 13 yrs 10 mos
UBS Financial Services INC.
October 2006 - May 2009 · 2 yrs 7 mos
UBS Financial Services INC.Broker
October 2006 - May 2009 · 2 yrs 7 mos
Wachovia Securities, LLC
March 2006 - October 2006 · 7 mos
Wachovia Securities, LLCBroker
July 2003 - October 2006 · 3 yrs 3 mos
Prudential Securities IncorporatedBroker
January 2002 - July 2003 · 1 yr 6 mos
Sg Cowen Securities CorporationBroker
July 1998 - July 2000 · 2 yrs
Cowen & CO.Broker
July 1994 - July 1998 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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