Stella Dunn is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 26 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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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
September 2013 - Present · 12 yrs 8 mos
Morgan StanleyBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
July 2009 - September 2013 · 4 yrs 2 mos
Wells Fargo Advisors, LLC
July 2009 - September 2013 · 4 yrs 2 mos
RBC Capital Markets CorporationBroker
August 2005 - June 2009 · 3 yrs 10 mos
RBC Capital Markets Corporation
August 2005 - June 2009 · 3 yrs 10 mos
PNC Investments
January 2004 - August 2005 · 1 yr 7 mos
PNC InvestmentsBroker
January 2004 - August 2005 · 1 yr 7 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
June 1999 - June 2002 · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.