DO
DO

Daniel O'kray

19 Years of Experience
Glen Ellyn, IL
Broker

Daniel O'kray is a registered investment advisor at Morgan Stanley, based in Glen Ellyn, IL, 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

Glen Ellyn, IL

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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 serves on the advisory board for the St. Petronille "LIFE" Fund, an education-related organization. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
March 2012 - Present · 14 yrs 2 mos
Morgan StanleyBroker
March 2012 - Present · 14 yrs 2 mos
Morgan Stanley
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Nuveen Asset Management, LLC
September 2011 - March 2012 · 6 mos
Nuveen Fund Advisors, INC.
April 2010 - September 2011 · 1 yr 5 mos
Nuveen Securities, LLCBroker
April 2010 - March 2012 · 1 yr 11 mos
Credit Suisse Securities (USA) LLC
April 2008 - March 2010 · 1 yr 11 mos
Credit Suisse Securities (USA) LLCBroker
April 2008 - March 2010 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - April 2008 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2006 - April 2008 · 1 yr 6 mos
State Registrations44 states
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Exams
No exam information available for this advisor.