Daniel Henderson is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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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
August 2022 - Present · 3 yrs 9 mos
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
October 2021 - September 2022 · 11 mos
UBS Financial Services INC.Broker
January 2012 - September 2022 · 10 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2006 - April 2007 · 10 mos
Morgan Stanley Dw INC.Broker
December 2005 - April 2007 · 1 yr 4 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.