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Dillon Freie

8 Years of Experience
Oklahoma City, OK
Broker

Dillon Freie is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 8 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

6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118

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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

Dillon supports the development of athletes in Oklahoma through the Athletic Supporters Foundation. He assists with scheduling, booking, coaching, and administrative duties, spending minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
April 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
November 2017 - Present · 8 yrs 6 mos
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.