Brian Dannemiller is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 35 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
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
August 2010 - Present · 15 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
June 2005 - September 2010 · 5 yrs 3 mos
UBS Financial Services INC.Broker
June 2005 - September 2010 · 5 yrs 3 mos
Legg Mason Wood Walker INC
January 2001 - June 2005 · 4 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
December 2000 - June 2005 · 4 yrs 6 mos
Mcdonald Investments INC.Broker
May 1993 - December 2000 · 7 yrs 7 mos
The Ohio CompanyBroker
October 1990 - June 1993 · 2 yrs 8 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.