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Daniel Ehrlich

13 Years of Experience
North mIAMI, FL
Broker

Daniel Ehrlich is a registered investment advisor at Morgan Stanley, based in North mIAMI, FL, 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

North mIAMI, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel is an investor in Lending Club and owns multiple rental properties in New York City and North Miami Beach. He spends minimal time on these activities, primarily for administrative tasks related to the Florida property.

Employment History
Current Registrations
Morgan StanleyBroker
March 2016 - Present · 10 yrs 2 mos
Morgan Stanley
March 2016 - Present · 10 yrs 2 mos
Morgan Stanley
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
October 2012 - April 2016 · 3 yrs 6 mos
Credit Suisse Securities (USA) LLCBroker
August 2012 - April 2016 · 3 yrs 8 mos
State Registrations28 states
AZCACOCTDCDEFLGAILKYMAMDMEMTNJNVNYOHPAPRSDTNTXUTVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.