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Daniel Fixell is a registered investment advisor at Morgan Stanley, based in New York, NY, with 32 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
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History (2)
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Customer Dispute
February 2007Denied
Customer Dispute
December 1999Denied
Other Business Activities
Daniel owns rental property in Silver Spring, MD since 2008. He also serves as trustee or co-trustee for multiple trusts and one estate, providing investment decisions and advice, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1993 - July 1993 · 3 mos
State Registrations33 states
ALAZCACOCTDCFLGAIAIDILINMAMDMEMIMONCNHNJNMNYOHORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.