DC
DC
Daniel Crawford
42 Years of Experience
Sewickley, PA
2 DisclosuresBroker
Daniel Crawford is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 42 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
2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2009Settled
Customer Dispute
July 1988Settled
Other Business Activities
Daniel serves as a trustee/co-trustee for a trust since February 2020, dedicating minimal time outside business hours. He also acts as a Power of Attorney since September 2017, dedicating minimal time during business hours.
Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - February 2006 · 18 yrs 3 mos
Legg Mason Masten INC.Broker
August 1983 - November 1987 · 4 yrs 3 mos
State Registrations26 states
AZCACOCTDCFLGAILMAMDMIMOMTNCNJNYOHORPASCSDTXVAWAWIWV
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.