Sevdi Dauti is a CFP-designated registered investment advisor at Morgan Stanley, based in Purchase, NY, with 25 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
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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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
June 2025 - Present · 11 mos
Morgan StanleyBroker
June 2025 - Present · 11 mos
Previous Registrations
UBS Financial Services INC.
October 2021 - July 2025 · 3 yrs 9 mos
UBS Financial Services INC.Broker
August 2010 - July 2025 · 14 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
First Republic Group, LLCBroker
October 2000 - December 2000 · 2 mos
Prime Charter LTD.Broker
April 2000 - October 2000 · 6 mos
State Registrations31 states
ARAZCACOCTDCDEFLGAILLAMAMDMIMNNCNHNJNMNVNYOHORPARISCTNTXVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.