Daniel O'neill is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel manages residential rental properties through Auburn Erik LLC, collecting rents, paying bills, and handling tenant issues. He also manages two trusts in Chelmsford and N. Chelmsford, Massachusetts, dedicating minimal time outside business hours to each.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Tfs Securities, INC.Broker
Securities America, INC.Broker
State Registrations39 states
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