SD
SD

Stephanie Dhillon

4 Years of Experience
Sacramento, CA
Broker

Stephanie Dhillon is a registered investment advisor at Morgan Stanley, based in Sacramento, CA, with 4 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

400 Capitol Mall, Suite 1900, Sacramento, CA, 95814

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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

Stephanie is a partner in DNH Farms GP (since 2002), DNH Farms LLC (since 2019), and Everglade LLC (since 2016), all related to farming and real estate. She also owns Rental Property (since 2017), Chitalpa Properties LLC, Palo Verde Properties LLC, and Western Sycamore Properties LLC (all since 2025), dedicating minimal time to administrative tasks for these real estate ventures.

Employment History
Current Registrations
Morgan Stanley
December 2021 - Present · 4 yrs 5 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
State Registrations20 states
AZCACODCFLHIIDILMAMINJNVNYOHORSCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.