Daniel Sears is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 33 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
35 Village Road, Suite 601, Middleton, MA, 01949
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel serves as a co-trustee for a family trust since February 2017. This investment-related activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Deutsche Banc Alex. Brown INC.Broker
Db Alex. Brown LLCBroker
Tucker Anthony IncorporatedBroker
S. W. Ryan & Company, INC.Broker
State Registrations21 states
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