Daniel Penalver is a CFA-designated registered investment advisor at Morgan Stanley, based in Miami, FL, with 18 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
200 S. Biscayne Blvd., Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is involved in several real estate ventures, including DNLM Residence, LLC, DNLM Residence II, LLC, DNLM Property LLC, DNLM Residence III, LLC, and DNLM Property LLC in Naples, Florida. He also holds power of attorney for a close friend, and spends minimal time on these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Itau International Securities INC.Broker
Lasalle Financial Services, INC.Broker
State Registrations10 states
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