DC
DC

Danielle Cidade

15 Years of Experience
Miami, FL
1 DisclosureBroker

Danielle Cidade is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 15 years of industry experience. Danielle 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

200 S. Biscayne Blvd., Miami, FL, 33131

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2015
Denied
Other Business Activities

Danielle owns two rental properties in Florida, one in Miami and one in Key Biscayne. She spends minimal time on administrative tasks related to the Key Biscayne property.

Employment History
Current Registrations
Morgan Stanley
July 2022 - Present · 4 yrs 3 mos
Morgan StanleyBroker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
June 2021 - July 2022 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
January 2021 - July 2022 · 1 yr 6 mos
Citi International Financial Services LLCBroker
August 2017 - July 2021 · 3 yrs 11 mos
Citi International Financial Services LLCBroker
October 2010 - June 2017 · 6 yrs 8 mos
State Registrations12 states
CADEFLGAILMDMONCNJNYTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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