Daniel Monahan is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, 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
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
150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078
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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 StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - May 2008 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1999 - May 2008 · 9 yrs 2 mos
Summit Financial Services Group, INC.Broker
October 1998 - March 1999 · 5 mos
Fiserv Investor Services, INC.Broker
August 1996 - October 1998 · 2 yrs 2 mos
Essex National Securities, INC.Broker
May 1993 - August 1996 · 3 yrs 3 mos
Sei Financial Services CompanyBroker
October 1992 - May 1993 · 7 mos
Natwest Investor Services CorporationBroker
August 1992 - September 1992 · 1 mo
Uslife Equity Sales CORP.Broker
June 1992 - July 1992 · 1 mo
State Registrations24 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.