Daniel Antoniou is a CFP-designated registered investment advisor at Morgan Stanley, based in Boston, MA, with 21 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
State Registrations30 states
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
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