DP
DP

Daniel Peckham

31 Years of Experience
East Lansing, MI
Broker

Daniel Peckham is a registered investment advisor at Morgan Stanley, based in East Lansing, MI, with 31 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

2900 West Road, Suite 300, East Lansing, MI, 48823

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel is a co-owner of Dewitt River Development, LLC, a commercial real estate business, and an owner of Food Factory, a restaurant. He is also a partner in Waterview Partners, LLC and another real estate venture, both based in Dewitt, Michigan.

Employment History
Current Registrations
Morgan Stanley
July 2016 - Present · 9 yrs 10 mos
Morgan StanleyBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2007 - July 2016 · 8 yrs 11 mos
Wells Fargo Advisors, LLCBroker
July 2003 - July 2016 · 13 yrs
Prudential Securities IncorporatedBroker
May 2000 - July 2003 · 3 yrs 2 mos
Painewebber IncorporatedBroker
July 1995 - June 2000 · 4 yrs 11 mos
Painewebber IncorporatedBroker
June 1995 - July 1995 · 1 mo
Mcdonald & Company Securities, INC.Broker
April 1994 - July 1995 · 1 yr 3 mos
State Registrations14 states
AZCAFLILINKYMAMDMIMONYOHORRI
AdvisorBrokerBoth

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