DM
DM
Daniel Marting is a registered investment advisor at Morgan Stanley, based in Phoenix, AZ, 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
2398 East Camelback Road, Suite 800, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 1999Closed-No Action
Other Business Activities
Daniel is a managing member of Millienial Monopoly LLC, a private equity investment firm, since November 2018. He also serves as a trustee for three trusts since April 2020, dedicating minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 2003 - June 2009 · 5 yrs 7 mos
Morgan Stanley
November 2002 - November 2003 · 1 yr
Morgan Stanley Dw INC.Broker
January 1998 - November 2003 · 5 yrs 10 mos
Olde Discount CorporationBroker
August 1993 - January 1998 · 4 yrs 5 mos
State Registrations49 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHORPAPRRISCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.