Dayna May is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 23 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
Loading...
Location
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
Get directionsHistory
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
July 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
July 2012 - August 2019 · 7 yrs 1 mo
J.P. Morgan Securities LLCBroker
June 2012 - August 2019 · 7 yrs 2 mos
Deutsche Bank Securities INC.
March 2008 - July 2012 · 4 yrs 4 mos
Deutsche Bank Securities INC.Broker
November 2004 - July 2012 · 7 yrs 8 mos
Fidelity Brokerage Services LLCBroker
September 2004 - December 2004 · 3 mos
Wachovia Securities Financial Network, LLCBroker
April 2003 - August 2004 · 1 yr 4 mos
MML Investors Services, INC.Broker
November 2002 - March 2003 · 4 mos
Morgan Stanley Dw INC.Broker
April 2002 - October 2002 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.