DH
DH
Daniel Haskard is a registered investment advisor at Morgan Stanley, based in La Jolla, CA, with 20 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
1111 Prospect Street, La Jolla, CA, 92037
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Regulatory History (2)
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Customer Dispute
February 2014Settled
Customer Dispute
October 2005Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley
September 2003 - August 2005 · 1 yr 11 mos
Morgan Stanley Dw INC.Broker
July 2002 - August 2005 · 3 yrs 1 mo
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.