RD
RD

Renu Dutta

17 Years of Experience
Philadelphia, PA
Broker

Renu Dutta is a registered investment advisor at Morgan Stanley, based in Philadelphia, PA, with 17 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

1650 Market Street 42nd Floor, Philadelphia, PA, 19103

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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

Renu is a business partner in RKR Investments, a family real estate business, since 1998. She spends minimal time assisting with accounting tasks related to property taxes.

Employment History
Current Registrations
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2010 - January 2022 · 11 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2010 - January 2022 · 11 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2010 · 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 mos
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Waddell & Reed, INC.Broker
January 2008 - February 2008 · 1 mo
State Registrations17 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Renu Dutta - Financial Advisor | TrueAdvisor