DC
DC

Dawn Cillo

28 Years of Experience
Manchester, NH
Broker

Dawn Cillo is a registered investment advisor at Morgan Stanley, based in Manchester, NH, 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

1155 Elm Street, 6th Floor, Manchester, NH, 03101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
UBS Financial Services INC.
July 2018 - February 2021 · 2 yrs 7 mos
UBS Financial Services INC.Broker
July 2000 - February 2021 · 20 yrs 7 mos
First Albany CorporationBroker
July 1997 - July 2000 · 3 yrs
Fidelity Brokerage Services, INC.Broker
May 1996 - February 1997 · 9 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMEMIMOMTNCNENHNJNMNVNYOHORPARISCSDTNTXUTVAVTWA
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.
Dawn Cillo - Financial Advisor | TrueAdvisor