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Evan Dangel is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 38 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
112 Worcester Street, Wellesley, MA, 02481
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Regulatory History (3)
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Customer Dispute
January 2010Settled
Customer Dispute
September 2008Denied
Customer Dispute
August 2001Settled
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2000 - June 2009 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1987 - August 2000 · 13 yrs 4 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.