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Dale Akinla

22 Years of Experience
Purchase, NY
Broker

Dale Akinla is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 22 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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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dale owns rental property and is on the investment committee for St. Matthew's Episcopal Church, reviewing investment policy guidelines and monitoring endowment drawdowns. These activities require minimal time.

Employment History
Current Registrations
Morgan Stanley
April 2010 - Present · 16 yrs 1 mo
Morgan StanleyBroker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
J.P. Morgan Securities INC.Broker
October 2008 - May 2009 · 7 mos
J.P. Morgan Securities INC.Broker
September 2004 - October 2008 · 4 yrs 1 mo
J.P. Morgan Institutional Investments INC.Broker
May 2002 - August 2003 · 1 yr 3 mos
State Registrations34 states
AZCACOCTDCDEFLGAHIIDILINLAMAMDMEMIMNMONCNHNJNMNVNYORPARISCTNTXVAVTWA
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.