Joseph Daniello is a registered investment advisor at Morgan Stanley, based in New York, NY, with 30 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
1585 Broadway, 21st Floor, New York, NY, 10036
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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
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
E*trade Securities LLCBroker
January 2022 - September 2023 · 1 yr 8 mos
Morgan Stanley
December 2020 - December 2020 · 0 mos
UBS Financial Services INC.Broker
August 2011 - July 2015 · 3 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2011 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
Citigroup Global Markets INC.Broker
July 1993 - April 2008 · 14 yrs 9 mos
Lehman Brothers INC.Broker
January 1993 - July 1993 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.