Daniel Karstadt is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, 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
1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
May 2025 - Present · 1 yr 2 mos
Morgan Stanley
May 2025 - Present · 1 yr 2 mos
Previous Registrations
UBS Financial Services INC.
January 2023 - June 2025 · 2 yrs 5 mos
UBS Financial Services INC.Broker
January 2023 - June 2025 · 2 yrs 5 mos
Tlg Advisors, INC.
April 2019 - January 2023 · 3 yrs 9 mos
The Leaders Group, INC.Broker
March 2019 - January 2023 · 3 yrs 10 mos
LPL Financial LLCBroker
March 2019 - March 2019 · 0 mos
LPL Financial LLC
March 2019 - March 2019 · 0 mos
Northwestern Mutual Investment Services,llc
October 2018 - March 2019 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
September 2018 - March 2019 · 6 mos
Citigroup Global Markets INC.
June 2015 - September 2018 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
June 2015 - September 2018 · 3 yrs 3 mos
UBS Financial Services INC.
August 2012 - June 2015 · 2 yrs 10 mos
UBS Financial Services INC.Broker
June 2012 - June 2015 · 3 yrs
State Registrations29 states
AZCACOCTDCDEFLGAILINKSKYMAMDNCNJNMNVNYOHORPAPRRISCTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.