Dennis Parlante is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, 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
1201 Wills Street, Suite 700, Baltimore, MD, 21231
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
TD Ameritrade, INC.
August 2021 - October 2022 · 1 yr 2 mos
TD Ameritrade, INC.Broker
July 2021 - December 2023 · 2 yrs 5 mos
Charles Schwab & CO., INC.
April 2009 - January 2025 · 15 yrs 9 mos
Charles Schwab & CO., INC.Broker
April 2009 - January 2025 · 15 yrs 9 mos
Legg Mason Capital Management INC
December 2007 - November 2008 · 11 mos
Clearbridge Advisors, LLC
March 2006 - December 2007 · 1 yr 9 mos
Legg Mason Investor Services, LLCBroker
December 2005 - November 2008 · 2 yrs 11 mos
Legg Mason Wood Walker INC
May 2000 - December 2005 · 5 yrs 7 mos
Legg Mason Wood Walker, IncorporatedBroker
April 2000 - December 2005 · 5 yrs 8 mos
Prudential Securities IncorporatedBroker
September 1996 - April 1999 · 2 yrs 7 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.