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Advisors / Pennsylvania / Cressona
13yrs

Adrienne Dellinger

Financial advisor at Morgan Stanley

Based in Cressona, Pennsylvania, Adrienne Dellinger is a fiduciary financial advisor with 13 years of industry experience. Adrienne joined Morgan Stanley in 2019, after three years at Merrill. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

Cressona, PAFiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience13 years (since 2013)
How that compares ?13 years in the industry
OfficeCressona, PA
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 66Uniform Combined State Law Examination

Career

  1. 2019 – now
    Morgan StanleyCurrent firm
  2. 2016 – 2019
    MerrillPreviously

Questions to ask Adrienne

Tailored to Adrienne’s registration and firm.

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

My notes and scorecard

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About Adrienne

How do I contact Adrienne?

Call Morgan Stanley at (914) 225-5510 and ask for Adrienne Dellinger. Adrienne works from the Cressona, PA office.

How long has Adrienne been a financial advisor?

Adrienne has been in the industry since 2013, about 13 years. 13 years in the industry.

What licenses does Adrienne hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Adrienne a fiduciary?

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

How is Adrienne 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 Adrienne 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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