Daniel Dibiasio is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 19 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
2000 Westchester Ave, (Home Office), Purchase, NY, 10577
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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 2009 - Present · 16 yrs 6 mos
Morgan Stanley
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Barclays Capital INC.
January 2009 - September 2009 · 8 mos
Barclays Capital INC.Broker
September 2008 - September 2009 · 1 yr
Lehman Brothers INC.
October 2007 - October 2008 · 1 yr
Lehman Brothers INC.Broker
September 2007 - September 2008 · 1 yr
Lehman Brothers INC.Broker
November 2003 - May 2005 · 1 yr 6 mos
State Registrations2 states
NJNY
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.