DN
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Danielle Nicoletti is a registered investment advisor at Morgan Stanley, based in Napa, CA, with 16 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
700 Main Street, Suite 315, Napa, CA, 94559
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Regulatory History (1)
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Customer Dispute
June 2010Settled
Employment History
Previous Registrations
Morgan Stanley
June 2009 - March 2026 · 16 yrs 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2004 - April 2007 · 3 yrs
Exams
No exam information available for this advisor.