Daniel Baldwin
Daniel Baldwin is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 29 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
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
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Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
Daniel is a board member and officer of the JV Bubby Baldwin Service and Conservation Foundation, a veteran organization, since October 2022. He spends minimal time on accounting, business development, and investment-related activities for the foundation.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations40 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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