Daniel Richardson
Daniel Richardson is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 28 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
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Regulatory History (1)
Customer Dispute
January 2020Other Business Activities
Daniel is co-trustee of the Mary E. Passicek Living Trust and a limited partner in PJW Properties, LLC, requiring minimal time. He is also the Trustee/President of a Foundation in St. Petersburg, FL, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations34 states
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
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