DT
CFP
DT
CFP
Daniel Tedesco is a CFP-designated registered investment advisor at Morgan Stanley, based in Nashville, TN, 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
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
3102 West End Avenue, Suite 200, Nashville, TN, 37203
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2009Settled
Other Business Activities
Daniel is a board member on the project committee for Hillsboro Elementary/Middle School since March 2024. He dedicates minimal time to this activity after business hours.
Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Morgan StanleyBroker
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
August 1999 - February 2014 · 14 yrs 6 mos
UBS Financial Services INC.Broker
August 1999 - February 2014 · 14 yrs 6 mos
Weatherly Securities CorporationBroker
April 1997 - September 1999 · 2 yrs 5 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAIDMAMDMIMOMTNCNHNJNMNVNYOHPARISCTNTXUTVAVTWA
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.