Daniel Schwartz is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Fort Lauderdale, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is involved in a real estate partnership renting apartments since 2009. He also acts as a trustee for the Thomas A. Kovatch Family 2012 Dynasty Trust since 2011.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations42 states
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