DE
ChFC
DE
ChFC

Danny Embrey

19 Years of Experience
Potomac, MD
Broker

Danny Embrey is a ChFC-designated registered investment advisor at Morgan Stanley, based in Potomac, MD, 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

12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854

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History

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.

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Other Business Activities

Danny is a board member of the Poolesville Athletic Association since 2016, dedicating minimal time outside business hours to administrative tasks. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2018 - April 2025 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - April 2025 · 6 yrs 4 mos
Suntrust Advisory Services, INC.
September 2016 - December 2018 · 2 yrs 3 mos
Suntrust Investment Services, INC.Broker
June 2013 - December 2018 · 5 yrs 6 mos
Suntrust Investment Services, INC.
June 2013 - December 2016 · 3 yrs 6 mos
Capital One Financial Advisors LLC
April 2010 - June 2013 · 3 yrs 2 mos
Capital One Investment Services LLCBroker
April 2010 - June 2013 · 3 yrs 2 mos
Chevy Chase Financial Services
April 2007 - May 2010 · 3 yrs 1 mo
Chevy Chase Financial ServicesBroker
January 2007 - May 2010 · 3 yrs 4 mos
State Registrations19 states
ALCACODCDEFLMDMNNCNJNMNYORPATNTXVAVTWV
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.
Danny Embrey - Financial Advisor | TrueAdvisor