Danielle Chaisson is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 25 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
4050 West Boy Scout Boulevard, Tampa, FL, 33607
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2020 - Present · 6 yrs 1 mo
Morgan Stanley
April 2020 - Present · 6 yrs 1 mo
Morgan StanleyBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2019 - July 2019 · 1 mo
Morgan StanleyBroker
June 2019 - July 2019 · 1 mo
Charles Schwab & CO., INC.
October 2018 - March 2019 · 5 mos
Charles Schwab & CO., INC.Broker
October 2018 - March 2019 · 5 mos
T. Rowe Price Advisory Services, INC.
July 2001 - October 2018 · 17 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
October 2000 - October 2018 · 18 yrs
Fidelity Investments Institutional Services Company, INC.Broker
December 1998 - July 2000 · 1 yr 7 mos
State Registrations53 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.