RD
RD

Renee Delaney

28 Years of Experience
New York, NY
Broker

Renee Delaney is a registered investment advisor at Morgan Stanley, based in New York, NY, with 28 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

55 East 52nd Street, 28th Floor, New York, NY, 10055

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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

Renee owns Yorkville Candle Co, dedicating minimal time per week to the candle business. She also owns MissBusyGirl and RDF LLC, both retail businesses, spending minimal time outside of business hours on each.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Oppenheimer & CO. INC.Broker
April 2010 - April 2011 · 1 yr
UBS Financial Services INC.Broker
October 1996 - May 2009 · 12 yrs 7 mos
State Registrations26 states
ARCOCTFLGAILINMAMNMSNCNDNENJNMNVNYPRRISCSDTXUTVAWAWI
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.