Brodie Dalton is a registered investment advisor at Morgan Stanley, based in State College, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
720 South Atherton Street, State College, PA, 16801
Get directionsHistory
Regulatory History
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 →Other Business Activities
Brodie is an officer of Getty's Ridge Rod and Gun Club, a fishing, camping, and hunting club, since 2021. This activity requires minimal time outside of business hours and is not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.