DA
CFP
DA
CFP

Daniel Antoniou

21 Years of Experience
Sherborn, MA
Broker

Daniel Antoniou is a CFP-designated registered investment advisor at Morgan Stanley, based in Sherborn, MA, with 21 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

Sherborn, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel works part-time as a carpenter with Superior Builders, a building and home remodeling company. He also serves in a successor role for an estate and holds power of attorney, dedicating minimal time to these investment-related activities.

Employment History
Current Registrations
Morgan Stanley
April 2011 - Present · 15 yrs 1 mo
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
December 2008 - June 2009 · 6 mos
LPL Financial Corporation
May 2008 - August 2008 · 3 mos
LPL Financial CorporationBroker
May 2008 - August 2008 · 3 mos
Linsco/private Ledger CORP.
February 2007 - December 2007 · 10 mos
Linsco/private Ledger CORP.Broker
February 2007 - December 2007 · 10 mos
Raymond James Financial Services
May 2006 - December 2006 · 7 mos
Raymond James Financial Services, INC.Broker
May 2006 - December 2006 · 7 mos
Morgan Stanley
February 2005 - December 2005 · 10 mos
Morgan Stanley Dw INC.Broker
January 2005 - December 2005 · 11 mos
Citigroup Global Markets INC.Broker
June 2003 - January 2005 · 1 yr 7 mos
State Registrations30 states
AZCACOCTDCFLGAILINMAMDMEMIMNMOMTNCNHNJNYOHOKPARISCTXVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.