Erick Daily is a registered investment advisor at Morgan Stanley, based in Plano, TX, with 23 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
7500 Dallas Parkway, Suite 500, Plano, TX, 75024
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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 StanleyBroker
March 2019 - Present · 7 yrs 4 mos
Morgan Stanley
March 2019 - Present · 7 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - February 2019 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - February 2019 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2008 - June 2015 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2008 - June 2015 · 6 yrs 11 mos
1st Global Capital CORP.Broker
June 2006 - July 2008 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
November 2000 - June 2006 · 5 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.