Daniel Torroba is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
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Regulatory History (1)
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Customer Dispute
March 2020Denied
Other Business Activities
Daniel is an active partner in Gafitas LLC, an LLC created to hold a real estate property, since 2017. He also owns Solete LLC, which holds a recreational boat, and Gafitas 12 S.L., a company that holds private real estate in Madrid, Spain.
Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
UBS Financial Services INC.
December 2015 - March 2025 · 9 yrs 3 mos
UBS Financial Services INC.Broker
December 2015 - March 2025 · 9 yrs 3 mos
Credit Suisse Securities (USA) LLC
September 2014 - December 2015 · 1 yr 3 mos
Credit Suisse Securities (USA) LLCBroker
July 2014 - December 2015 · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
March 2010 - June 2014 · 4 yrs 3 mos
LPL Financial Corporation
June 2009 - January 2010 · 7 mos
LPL Financial CorporationBroker
June 2009 - January 2010 · 7 mos
UBS International INC.
June 2007 - January 2009 · 1 yr 7 mos
UBS International INC.Broker
June 2007 - January 2009 · 1 yr 7 mos
Citicorp Investment Services
April 2007 - May 2007 · 1 mo
Citicorp Investment ServicesBroker
January 2006 - May 2007 · 1 yr 4 mos
State Registrations13 states
AZCACOCTDEFLGAMANDNVNYPASD
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.