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Advisors / Georgia / Alpharetta
29yrs

Celeste Dinerman

Financial advisor at Morgan Stanley

Celeste Dinerman is a fiduciary financial advisor in Alpharetta, Georgia, with 29 years in the industry. Celeste joined Morgan Stanley in 2013, after five years at Chase Investment Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.

Alpharetta, GA 30009Top 18% by experience in AlpharettaFiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience29 years (since 1998)
How that compares ?Top 18% by experience in Alpharetta
Office2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states

Services through Morgan Stanley

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2013 – now
    Morgan StanleyCurrent firm
  2. 2006 – 2011
    Chase Investment Services Corp.Previously

Questions to ask Celeste

Tailored to Celeste’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

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About Celeste

How do I contact Celeste?

Call Morgan Stanley at (914) 225-5510 and ask for Celeste Dinerman. Celeste works from the Alpharetta, GA office.

How long has Celeste been a financial advisor?

Celeste has been in the industry since 1998, about 29 years. Top 18% by experience in Alpharetta.

What licenses does Celeste hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Celeste a fiduciary?

Celeste is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Celeste paid?

Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Celeste for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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