Dane Runia is a CFP-designated registered investment advisor at Morgan Stanley, based in Provo, UT, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5255 North Edgewood Drive, Suite 275, Provo, UT, 84604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dane is involved with several LLCs and trusts, primarily for estate planning and investment purposes. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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