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Daniel Bradley is a registered investment advisor at Morgan Stanley, based in Savannah, GA, with 27 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
Savannah, GA
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Regulatory History (1)
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Customer Dispute
June 2002Denied
Other Business Activities
Daniel is involved with several LLCs related to timberland and real estate investments, including Ryals Tract, Pineora Group, GA 16 Bulloch, Wyngate Holdings, Dancey Holdings LLLP, and Dancey Management Co. These activities appear to be administrative and do not take place during business hours.
Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan Stanley
August 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2005 - September 2010 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2005 - September 2010 · 5 yrs 6 mos
J.P. Morgan Securities INC.Broker
June 2001 - April 2005 · 3 yrs 10 mos
Lehman Brothers INC.Broker
October 1998 - May 2001 · 2 yrs 7 mos
State Registrations24 states
ALCACODEFLGAILKYMAMDNCNJNMNYOHORPARISCTNTXVAVirgin IslandsWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.