DP
DP

Dahlia Peyser

31 Years of Experience
Short Hills, NJ
Broker

Dahlia Peyser is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 31 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

150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078

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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

Dahlia owns rental property in New York, maintaining the apartment. This takes minimal time outside of business hours and minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - January 2008 · 10 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1994 - January 2008 · 13 yrs 6 mos
State Registrations19 states
AZCACOCTDEFLINMAMDNCNHNJNVNYOHPASCTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Dahlia Peyser - Financial Advisor | TrueAdvisor