DC
ChFC
DC
ChFC
Daniel Chaump is a ChFC-designated registered investment advisor at Morgan Stanley, based in Wilkes Barre, PA, 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
Cross Creeke Pointe Suite 401, 1065 Highway 315, Wilkes Barre, PA, 18702
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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 Stanley
May 2010 - Present · 16 yrs 2 mos
Morgan StanleyBroker
May 2010 - Present · 16 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
April 2009 - February 2010 · 10 mos
Wells Fargo Advisors, LLCBroker
September 2005 - February 2010 · 4 yrs 5 mos
State Registrations18 states
ALAZCACOCTFLILMAMDMSNCNJNVNYPASCTXVA
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.