Dalton Ingraham is a registered investment advisor at Morgan Stanley, based in Bangor, ME, 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
23 Water Street, 3rd Floor, Bangor, ME, 04401
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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 StanleyBroker
May 2025 - Present · 1 yr
Morgan Stanley
May 2025 - Present · 1 yr
Previous Registrations
Empower Advisory Group, LLC
July 2019 - May 2025 · 5 yrs 10 mos
Advised Assets Group, LLC
January 2016 - December 2017 · 1 yr 11 mos
Empower Financial Services, INC.Broker
December 2014 - May 2025 · 10 yrs 5 mos
Strategic Advisers, INC.
July 2013 - October 2014 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
July 2009 - October 2014 · 5 yrs 3 mos
Fidelity Brokerage Services LLCBroker
January 2008 - April 2008 · 3 mos
Fidelity Investments Institutional Services Company, INC.Broker
September 2007 - January 2008 · 4 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.