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Daniel Winnette is a registered investment advisor at Morgan Stanley, based in Tacoma, WA, 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
Tacoma, WA
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Regulatory History (1)
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Customer Dispute
April 2010Denied
Other Business Activities
Daniel inherited mineral rights related to oil and gas royalties in Austin, TX, dating back to 2006. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
May 2024 - Present · 2 yrs
Morgan Stanley
May 2024 - Present · 2 yrs
Morgan StanleyBroker
May 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2001 - May 2024 · 23 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - May 2024 · 23 yrs 2 mos
State Registrations35 states
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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.