Best-in-State · rank 49 · Fairhope, Alabama · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Parent company — Morgan Stanley Group Inc. (high)
- “Morgan Stanley Group Inc.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Morgan Stanley Wealth Management” — sec_finra_regulatory
- Team name — The DFD Group (high)
- “The DFD Group (D'Oliveira-Frick-Dutra Group)” — firm_official
- Team size — 6 (high)
- “6 professionals including Sergio D'Oliveira, Francisco D'Oliveira, Leonardo Dutra Silva, Sarah Unfried, William Greg Dorriety” — firm_official
- CRD — 2259862 (high)
- “CRD #: 2259862” — sec_finra_regulatory
- Years experience — gap: conflict_unresolved
- Designations — CFP, CIMA (high)
- “CFP (Certified Financial Planner), CIMA (Certified Investment Management Analyst)” — professional_press
Book of business
- Team AUM ($M) — 893 (high)
- “Team Assets (Custodied): $893M” — forbes_shook
- Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 3.25 (high)
- “Typical Net Worth of Relationships: $1.5-7M” — forbes_shook
- Client niche — high-net-worth individuals (medium)
- “Serves high-net-worth individuals with typical account size $1-6M” — firm_official
- Custodians — not_applicable (high)
- “Morgan Stanley Wealth Management (wirehouse - not RIA)” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-dfd-group (high)
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — none (medium)
- “No independent blog, newsletter, or market commentary found under Tod Frick or DFD Group names” — firm_official
- Has podcast — no (medium)
- “No podcast found hosted by Tod Frick or The DFD Group” — firm_official
- Books published — 0 (medium)
- “No published books found authored by Tod Frick” — professional_press
- Linkedin url — https://www.linkedin.com/in/tod-frick-cfp%C2%AE-cima%C2%AE-97272a44/ (high)
- Social presence — linkedin_active (medium)
- “Active LinkedIn profile with professional credentials displayed” — professional_press
- Press awards — Forbes Best-In-State Wealth Advisors (2024, 2025, 2026) (high)
- “Ranked #49 on Forbes Best-In-State Wealth Advisors list for Alabama” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “The DFD Group operates under Morgan Stanley corporate branding with no independent team logo” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Standard Morgan Stanley corporate branding: navy, silver, and white palette with professional serif typography and corporate photography (medium)
- “Uses Morgan Stanley Wealth Management logo and corporate identity” — firm_official