Daniel Crawford
Daniel Crawford is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 43 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2009Customer Dispute
July 1988Other 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
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
State Registrations27 states
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
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