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Gilbert Delgado

6 Years of Experience
Tempe, AZ
Broker

Gilbert Delgado is a registered investment advisor at Morgan Stanley, based in Tempe, AZ, with 6 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

58 South River Drive, Tempe, AZ, 85281

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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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Employment History
Current Registrations
Morgan Stanley
January 2026 - Present · 4 mos
Morgan StanleyBroker
August 2025 - Present · 9 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
June 2021 - August 2023 · 2 yrs 2 mos
Charles Schwab & CO., INC.
June 2021 - August 2023 · 2 yrs 2 mos
Tradestation Securities, INC.Broker
August 2019 - June 2021 · 1 yr 10 mos
J.P. Morgan Securities LLC
May 2018 - July 2019 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
May 2018 - July 2019 · 1 yr 2 mos
Mcadam LLC
October 2017 - February 2018 · 4 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2017 - November 2017 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.
Gilbert Delgado - Financial Advisor | TrueAdvisor