Daniel Geigler is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, with 25 years of industry experience. Daniel 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
20975 Swenson Drive, Suite 300, Waukesha, WI, 53186
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Regulatory History (1)
Customer Dispute
June 2004Other Business Activities
Daniel is an adjunct instructor at Marquette University and Milwaukee School of Engineering, teaching risk management. He is also an advisor council member for MKE Fellows and a finance committee member for Ronald McDonald House Charities of Eastern Wisconsin, Inc., dedicating minimal time to each activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations43 states
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
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