Daniel Korn is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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
Loading...
Location
4855 Technology Way, Suite 600, Boca Raton, FL, 33431
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
TD Ameritrade, INC.
February 2018 - June 2019 · 1 yr 4 mos
TD Ameritrade Investment Management, LLC
February 2018 - June 2019 · 1 yr 4 mos
TD Ameritrade, INC.Broker
February 2018 - June 2019 · 1 yr 4 mos
Scottrade Investment Management
March 2017 - February 2018 · 11 mos
Scottrade, INC.Broker
September 2007 - February 2018 · 10 yrs 5 mos
Muriel Siebert & CO., INC.Broker
March 2003 - September 2007 · 4 yrs 6 mos
Your Discount Broker, INC.Broker
January 2001 - March 2003 · 2 yrs 2 mos
Gruntal & CO., L.L.C.Broker
November 2000 - February 2001 · 3 mos
Cantella & CO., INC.Broker
April 2000 - November 2000 · 7 mos
Commonwealth Financial NetworkBroker
August 1999 - May 2000 · 9 mos
Corporate Securities Group, INC.Broker
January 1995 - August 1999 · 4 yrs 7 mos
Metlife Securities INC.Broker
May 1994 - July 1994 · 2 mos
Metropolitan Life Insurance CompanyBroker
May 1994 - July 1994 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.