DB
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Daniel Becraft is a registered investment advisor at Morgan Stanley, based in Seattle, WA, 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
601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101
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Regulatory History (1)
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Customer Dispute
May 2002Denied
Other Business Activities
Daniel is involved with Becraft Bungalow LLC, a recreational business in Leavenworth, Washington, as the husband to the wife's business. He spends minimal time on this activity after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2003 - June 2009 · 6 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 1997 - April 2003 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1997 - April 2003 · 5 yrs 11 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.