Paul Daniels is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, 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
800 East 96th Street, Suite 400, Indianapolis, IN, 46240
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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
November 2013 - Present · 12 yrs 6 mos
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
September 2007 - November 2013 · 6 yrs 2 mos
Raymond James & Associates, INC.Broker
September 2007 - November 2013 · 6 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
March 2004 - September 2007 · 3 yrs 6 mos
A. G. Edwards & Sons, INC.
March 2004 - September 2007 · 3 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2003 - February 2004 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2003 - February 2004 · 1 yr
State Registrations25 states
ARCACOCTFLGAILINKSKYMAMEMINCNENMNYOHORPASCTNTXVAWV
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.