DT
DT

Daniel Tichenor

20 Years of Experience
Walnut Creek, CA
Broker

Daniel Tichenor is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 20 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

1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596

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History

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.

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Other Business Activities

Daniel serves as a trustee or co-trustee for a trust since March 2022. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
October 2017 - Present · 8 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
October 2008 - October 2017 · 9 yrs
UBS Financial Services INC.Broker
October 2008 - October 2017 · 9 yrs
Metlife Securities INC.
October 2004 - August 2007 · 2 yrs 10 mos
Metlife Securities INC.Broker
August 2004 - August 2007 · 3 yrs
Metropolitan Life Insurance CompanyBroker
August 2004 - July 2007 · 2 yrs 11 mos
State Registrations39 states
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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.
Daniel Tichenor - Financial Advisor | TrueAdvisor