DD
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Darcy Dahl

13 Years of Experience
Bloomington, MN
Broker

Darcy Dahl is a registered investment advisor at Morgan Stanley, based in Bloomington, MN, with 13 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

8300 Norman Center Drive, Bloomington, MN, 55437

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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

Darcy serves on the Investment Committee for the Japanese American Citizens League, dedicating minimal time per week. She is also a fitness instructor at Barre 3, spending a few hours per week on this activity.

Employment History
Current Registrations
Morgan Stanley
December 2013 - Present · 12 yrs 9 mos
Morgan StanleyBroker
December 2013 - Present · 12 yrs 9 mos
Previous Registrations
Morgan Stanley
March 2012 - November 2012 · 8 mos
Morgan StanleyBroker
September 2011 - November 2012 · 1 yr 2 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWY
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Exams
No exam information available for this advisor.
Darcy Dahl - Financial Advisor | TrueAdvisor