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Edwin Dalrymple

44 Years of Experience
Charlotte, NC
Broker

Edwin Dalrymple is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 44 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

Charlotte, NC

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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

Edwin is the treasurer for the Morrocroft Place HOA, dedicating a few hours per week. He also has ownership stakes in several investment-related entities, including Fairhills Investment Partners and Hanging Rock Investments LLC, generally spending minimal time on these ventures.

Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 8 mos
Morgan StanleyBroker
September 2025 - Present · 8 mos
Morgan Stanley
September 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
April 2015 - September 2025 · 10 yrs 5 mos
Wells Fargo Advisors
April 2015 - September 2025 · 10 yrs 5 mos
Captrust Financial Advisors or "captrust"
October 2003 - April 2015 · 11 yrs 6 mos
Wachovia Securities Financial Network, LLC
October 2003 - October 2003 · 0 mos
Capfinancial Securities, LLC.Broker
September 2003 - April 2015 · 11 yrs 7 mos
Wachovia Securities Financial Network, LLCBroker
March 2002 - October 2003 · 1 yr 7 mos
Captrust Financial Advisors, LLCBroker
November 1996 - April 2002 · 5 yrs 5 mos
Wachovia Securities, INC.Broker
April 1981 - March 2002 · 20 yrs 11 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAHIIAILKSKYLAMAMDMIMOMSNCNJNYOHOKORPAPRSCTNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Edwin Dalrymple - Financial Advisor | TrueAdvisor