DW
DW

Daniel Waeghe

17 Years of Experience
Kingsland, GA
Broker

Daniel Waeghe is a registered investment advisor at Morgan Stanley, based in Kingsland, GA, with 17 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

Kingsland, GA

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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

Daniel is involved with Beachbody, LLC, assisting his wife with marketing techniques for fitness/nutrition and weight loss programs, spending minimal time on this activity. He also participates in focus groups for Concepts in Focus, spending minimal time on this as well.

Employment History
Current Registrations
Morgan Stanley
May 2018 - Present · 8 yrs 4 mos
Morgan StanleyBroker
August 2017 - Present · 9 yrs 1 mo
Morgan Stanley
August 2017 - Present · 9 yrs 1 mo
Previous Registrations
Fidelity Brokerage Services LLCBroker
May 2008 - July 2017 · 9 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Daniel Waeghe - Financial Advisor | TrueAdvisor