Malkia Dandy is a registered investment advisor at Morgan Stanley, based in Berwyn, PA, with 17 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
899 Cassatt Road, Suite 100, Berwyn, PA, 19312
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Regulatory History (3)
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Financial
March 2020Final
Financial
February 2020Final
Financial
January 2019Final
Employment History
Current Registrations
Morgan StanleyBroker
January 2024 - Present · 2 yrs 4 mos
Morgan Stanley
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Morgan Stanley
May 2015 - August 2023 · 8 yrs 3 mos
Morgan StanleyBroker
May 2015 - August 2023 · 8 yrs 3 mos
Citigroup Global Markets INC.
September 2008 - May 2015 · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2008 - May 2015 · 7 yrs
State Registrations29 states
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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.