DH
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Daniel Hillis

26 Years of Experience
Miami, FL
Broker

Daniel Hillis is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 26 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

200 South Biscayne Boulevard, Suite 1100, PWM - Latin America, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel is a partner in Mallorca 320 LLC, a single-purpose LLC for personal watercraft ownership, since September 2023. He dedicates minimal time to this administrative role outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Thrive Capital Management, LLC
July 2017 - July 2019 · 2 yrs
J.P. Morgan Securities LLCBroker
February 2017 - April 2017 · 2 mos
Mcap LLCBroker
November 2007 - July 2016 · 8 yrs 8 mos
Intl Trading, INC.Broker
October 2005 - October 2007 · 2 yrs
Intl Trading, INC.Broker
April 2004 - April 2005 · 1 yr
Standard New York Securities, INC.Broker
January 2000 - April 2004 · 4 yrs 3 mos
Van Eck Capital, INC.Broker
August 1997 - April 1998 · 8 mos
Weston Capital Markets INC.Broker
March 1997 - May 1997 · 2 mos
PFS Investments INC.Broker
November 1996 - January 1997 · 2 mos
Lehwald, Orosey & Pepe IncorporatedBroker
October 1994 - November 1994 · 1 mo
Citicorp Securities Markets, INC.Broker
May 1992 - December 1992 · 7 mos
State Registrations21 states
CACOCTDEFLGAILMAMIMONJNYOHOKPRSDTXUTVAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Daniel Hillis - Financial Advisor | TrueAdvisor