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Bryce John Dalrymple

Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Morgan StanleyFeb 2020 to now
  2. Nylife Securities LLCNov 2019 to Jan 2020
  3. New York Life Insurance Co.May 2019 to Jan 2020
  4. University of RedlandsJan 2017 to May 2018
  5. Crafton Hills CollegeAug 2014 to Dec 2016
  6. Oak Valley Golf CourseJun 2013 to Jul 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7113616
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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