Dana Derrick is a registered investment advisor at Morgan Stanley, based in Skaneateles, NY, with 18 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
3 Fennell Street, Skaneateles, NY, 13152
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dana serves as a Power of Attorney in Rome, New York, since February 2022, involving check signing, fund disbursement, investment decisions, and advice. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
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