Danny Wilkinson
Danny Wilkinson is a registered investment advisor at Morgan Stanley, based in Charleston, WV, with 21 years of industry experience. Danny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
500 Lee Street East Laidley Tower Suite 300, Charleston, WV, 25339
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2006Regulatory
June 1994Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
PNC Capital Advisors LLC
Bb&t Institutional Investment Advisers, INC.
Bb&t Asset Management, INC.
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Park Avenue Securities LLCBroker
Nylife Securities INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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