DY
DY

Dixie Yeck

16 Years of Experience
El Segundo, CA
Broker

Dixie Yeck is a registered investment advisor at Morgan Stanley, based in El Segundo, CA, with 16 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

2141 Rosecrans Avenue, Suite 3100, El Segundo, CA, 90245

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History

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.

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Other Business Activities

Dixie serves on the Board of Directors as Secretary for the Ravenspur Condominium Owners Association, starting in August 2021. She spends minimal time attending monthly meetings and distributing minutes.

Employment History
Current Registrations
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLCBroker
April 2021 - April 2022 · 1 yr
RBC Capital Markets, LLC
April 2021 - April 2022 · 1 yr
Morgan Stanley
November 2013 - May 2021 · 7 yrs 6 mos
Morgan StanleyBroker
November 2013 - May 2021 · 7 yrs 6 mos
Edelman Financial Services LLC
May 2013 - October 2013 · 5 mos
Sanders Morris Harris INC.Broker
September 2011 - October 2013 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
October 2009 - July 2010 · 9 mos
Northwestern Mutual Investment Services, LLCBroker
May 2008 - June 2009 · 1 yr 1 mo
Edward JonesBroker
March 2006 - October 2006 · 7 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Dixie Yeck - Financial Advisor | TrueAdvisor