Daniel Kay is a registered investment advisor at Morgan Stanley, based in Santa Monica, CA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
100 Wilshire Boulevard, Suite 1900, Santa Monica, CA, 90401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a partner at Capstone Group International LLC, a wholesale/distribution business, since January 2025. He dedicates minimal time outside of business hours to this investment-related activity.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Bear, Stearns & CO. INC.Broker
State Registrations7 states
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