DP
DP

Dexter Parulan

27 Years of Experience
Sacramento, CA
Broker

Dexter Parulan is a registered investment advisor at Morgan Stanley, based in Sacramento, CA, 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

400 Capitol Mall, Suite 1900, Sacramento, CA, 95814

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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

Dexter co-owns rental property with his wife, dedicating minimal time per month to it, with his wife managing the property. He also serves on the finance or investment committee for The Catholic Foundation, spending minimal time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.
September 2006 - June 2009 · 2 yrs 9 mos
U.S. Bancorp Investments, INC.
November 2005 - September 2006 · 10 mos
U.S. Bancorp Investments, INC.Broker
March 2000 - September 2006 · 6 yrs 6 mos
Pruco Securities CorporationBroker
August 1998 - February 2000 · 1 yr 6 mos
Eq Financial Consultants, INC.Broker
July 1998 - August 1998 · 1 mo
The Equitable Life Assurance Society of the United StatesBroker
July 1998 - August 1998 · 1 mo
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Dexter Parulan - Financial Advisor | TrueAdvisor