Dalton Eastup is a registered investment advisor at Morgan Stanley, based in Utica, NY, with 4 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
106 Business Park Drive, Utica, NY, 13502
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
November 2024 - Present · 1 yr 6 mos
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
January 2023 - November 2024 · 1 yr 10 mos
Robert W. Baird & CO. Incorporated
January 2023 - November 2024 · 1 yr 10 mos
Equitable Advisors, LLC
January 2023 - February 2023 · 1 mo
Equitable Advisors, LLCBroker
March 2022 - February 2023 · 11 mos
State Registrations31 states
AKAZCACOCTDCFLGAHIILINKYMAMDMIMNMOMTNCNHNJNYOHPARISCTNTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.