DM
DM
Daniel Mcdonald
30 Years of Experience
Morristown, NJ
2 DisclosuresBroker
Daniel Mcdonald is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 30 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (2)
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Customer Dispute
August 2003Denied
Customer Dispute
December 2001Pending
Employment History
Current Registrations
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2023 · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2023 · 13 yrs 11 mos
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Banc of America Investment Services, INC.
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.
October 2002 - October 2004 · 2 yrs
Quick & Reilly, INC.Broker
April 2001 - October 2004 · 3 yrs 6 mos
Summit Financial Services Group, INC.Broker
October 1998 - April 2001 · 2 yrs 6 mos
Fiserv Investor Services, INC.Broker
July 1998 - October 1998 · 3 mos
Patterson Travis, INC.Broker
March 1995 - July 1998 · 3 yrs 4 mos
State Registrations19 states
AZCACTDCDEFLGAMAMDMENCNJNYPARITNTXVAWA
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.