DK
DK

Daniel Kaypaghian

24 Years of Experience
San Jose, CA
Broker

Daniel Kaypaghian is a registered investment advisor at Morgan Stanley, based in San Jose, CA, with 24 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

225 West Santa Clara Street, Suite 900, San Jose, CA, 95113

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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 involved with a trust in Saratoga, California, since 2021. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
December 2012 - Present · 13 yrs 7 mos
Morgan StanleyBroker
December 2012 - Present · 13 yrs 7 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
November 2003 - February 2008 · 4 yrs 3 mos
Omniquest Capital, LLC
September 2003 - November 2003 · 2 mos
Deutsche Banc Alex. Brown INC.Broker
June 1999 - December 2001 · 2 yrs 6 mos
Bt Alex. Brown IncorporatedBroker
February 1995 - June 1999 · 4 yrs 4 mos
State Registrations38 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.