WD
WD

Wesley Dickinson

8 Years of Experience
New York, NY
Broker

Wesley Dickinson is a registered investment advisor at Morgan Stanley, based in New York, NY, 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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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

Wesley serves on the finance committee for Dwight-Englewood School, focusing on business development and growth. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
UBS Financial Services INC.
January 2020 - April 2025 · 5 yrs 3 mos
UBS Financial Services INC.Broker
December 2019 - April 2025 · 5 yrs 4 mos
Gfi Securities LLCBroker
October 2017 - November 2019 · 2 yrs 1 mo
State Registrations17 states
CACOCTDCFLGAILINMAMDNCNJNYTXVAVTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.