Daniel Young is a registered investment advisor at Morgan Stanley, based in Irvine, CA, 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
1901 Main Street, Suite 700, Irvine, CA, 92614
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Regulatory History (1)
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Financial
February 2023Final
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.