Dax Fletcher is a registered investment advisor at Morgan Stanley, based in La Jolla, CA, with 24 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
1111 Prospect Street, La Jolla, CA, 92037
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Regulatory History (1)
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Customer Dispute
October 2008Denied
Other Business Activities
Dax owns rental property in Carlsbad, CA, since September 2020. This investment-related activity takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Wamu Investments, INC.
May 2006 - January 2009 · 2 yrs 8 mos
Wamu Investments, INC.Broker
January 2003 - January 2009 · 6 yrs
Waddell & Reed, INC.
January 2002 - January 2003 · 1 yr
Waddell & Reed, INC.Broker
December 2001 - January 2003 · 1 yr 1 mo
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.