DP
DP

Dean Pelkey

25 Years of Experience
Colchester, VT
Broker

Dean Pelkey is a registered investment advisor at Morgan Stanley, based in Colchester, VT, 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

105 West View Road, 5th Floor, Colchester, VT, 05446

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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

Dean owns rental property since 2004. He also serves on the Development Committee and Loan Committee for the Franklin County Industrial Development Corporation (FCIDC), dedicating minimal time to this role for business development/growth.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2001 - June 2009 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
State Registrations35 states
AZCACOCTDCDEFLGAIAILINMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.