DG
DG

Dean Gorfti

14 Years of Experience
West Conshohocken, PA
Broker

Dean Gorfti is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 14 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

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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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

Dean is a self-employed drummer since 2018, dedicating minimal time to this activity. He also works as a freelance drummer for Rich Hill Music, LLC, spending minimal time on this outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2021 - Present · 4 yrs 8 mos
Morgan StanleyBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Vanguard Advisers, INC.
December 2019 - June 2021 · 1 yr 6 mos
Vanguard Marketing CorporationBroker
August 2011 - June 2021 · 9 yrs 10 mos
State Registrations37 states
AZCACOCTDCDEFLGAIAILINKSLAMAMDMEMIMNMONCNHNJNMNVNYORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Dean Gorfti - Financial Advisor | TrueAdvisor