Ana Delgadillo is a registered investment advisor at Morgan Stanley, based in Tyler, TX, with 2 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
909 East Southeast Loop 323, Suite 170, Tyler, TX, 75701
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Regulatory History (1)
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Financial
March 2022Final
Other Business Activities
Ana is a notary public in Texas, providing in-person and online services. This activity takes about 10-20% of her time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
August 2024 - Present · 1 yr 11 mos
Morgan StanleyBroker
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2023 - August 2024 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2023 - August 2024 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.