DC
DC

Daysi Celaya

2 Years of Experience
Wellesley, MA
Broker

Daysi Celaya is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, 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

112 Worcester Street, Wellesley, MA, 02481

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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

Daysi is a seller on Mercari and Poshmark, and a driver for Uber and Instacart. These activities take place outside of business hours, consuming about 10-20% of her time overall.

Employment History
Current Registrations
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Morgan StanleyBroker
February 2024 - Present · 2 yrs 3 mos
State Registrations2 states
CTMA
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.
Daysi Celaya - Financial Advisor | TrueAdvisor