CD
CD
Celeste Dinerman
27 Years of Experience
Alpharetta, GA
4 DisclosuresBroker
Celeste Dinerman is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 27 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
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (4)
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Customer Dispute
August 2019Settled
Customer Dispute
December 2011Denied
Customer Dispute
June 2008Settled
Customer Dispute
January 2007Settled
Employment History
Current Registrations
Morgan StanleyBroker
February 2011 - Present · 15 yrs 3 mos
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Chase Investment Services CORP.
July 2006 - February 2011 · 4 yrs 7 mos
Chase Investment Services CORP.Broker
September 2004 - February 2011 · 6 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 2003 - September 2004 · 11 mos
Metlife Securities INC.Broker
October 2003 - September 2004 · 11 mos
A. G. Edwards & Sons, INC.Broker
September 2000 - September 2003 · 3 yrs
Chase Investment Services CORP.Broker
March 1998 - October 2000 · 2 yrs 7 mos
State Registrations19 states
CACTDEFLGAKSMDMINCNJNYOHORPARISCTXVAVT
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.