Daniel Morilak is a registered investment advisor at Morgan Stanley, based in Rancho Sante Fe, CA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6041 La Flecha, Post Off Box 415, Rancho Sante Fe, CA, 92067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is involved in the production of wine at Chateau Morilak Vineyards, dedicating minimal time after business hours since 2015.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 states
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