Daniel Freeman is a registered investment advisor at Morgan Stanley, based in Irvine, CA, with 13 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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Customer Dispute
May 2022Settled
Employment History
Current Registrations
Morgan StanleyBroker
March 2014 - Present · 12 yrs 2 mos
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
The Ayco Company,l.p.
August 2012 - February 2014 · 1 yr 6 mos
Mercer Allied Company, L.P.Broker
April 2012 - February 2014 · 1 yr 10 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.