Danielle Barrios is a CFP-designated registered investment advisor at Morgan Stanley, based in Beverly Hills, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danielle is an online seller on Poshmark since 2021, and a travel advisor/independent contractor for Fora Travel since 2024, dedicating minimal time to each. She also serves on the advisory board and finance committee for the Corita Art Center, spending a few hours per week on these roles.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations35 states
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