Daniel Davis is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2010Withdrawn
Customer Dispute
August 2009Settled
Employment History
Current Registrations
Morgan Stanley
March 2013 - Present · 13 yrs 2 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Salomon Brothers INC.Broker
January 1998 - September 1998 · 8 mos
Citigroup Global Markets INC.Broker
May 1987 - June 2009 · 22 yrs 1 mo
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.