Daniel Knipe is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, 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
20 Linden Place, Red Bank, NJ, 07701
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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
January 2015 - Present · 11 yrs 4 mos
Morgan Stanley
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Barclays Capital INC.
January 2009 - January 2015 · 6 yrs
Barclays Capital INC.Broker
September 2008 - January 2015 · 6 yrs 4 mos
Lehman Brothers INC.
February 2007 - October 2008 · 1 yr 8 mos
Lehman Brothers INC.Broker
February 2007 - September 2008 · 1 yr 7 mos
Dominick & Dominick LLC
March 2006 - February 2007 · 11 mos
Dominick & Dominick LLCBroker
July 2005 - February 2007 · 1 yr 7 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.