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Daniel Ament

33 Years of Experience
Wayzata, MN
Broker

Daniel Ament is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, 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

445 East Lake Street, Suite 320, Wayzata, MN, 55391

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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 periodic guest on WCCO Radio and provides personal finance commentary on Cities 97, dedicating minimal time to each. He is also a partner in a yoga studio and a trustee, spending a few hours per week on trust-related activities.

Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 5 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
RBC Capital Markets Corporation
April 2000 - September 2008 · 8 yrs 5 mos
RBC Capital Markets CorporationBroker
March 1998 - September 2008 · 10 yrs 6 mos
Dain Rauscher IncorporatedBroker
February 1993 - March 1998 · 5 yrs 1 mo
State Registrations41 states
ALARAZCACOCTDCFLGAHIIAIDILINKSMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORSCSDTXUTVAWAWIWY
AdvisorBrokerBoth

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