DC
CFP
DC
CFP

Daniel Crites

10 Years of Experience
San Antonio, TX
Broker

Daniel Crites is a CFP-designated registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 10 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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History

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.

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Other Business Activities

Daniel owns rental real estate in San Antonio, Texas, since June 2023. This activity involves property management and does not take place during business hours.

Employment History
Current Registrations
Morgan Stanley
May 2015 - Present · 11 yrs
Morgan StanleyBroker
April 2015 - Present · 11 yrs 1 mo
State Registrations38 states
AKALAZCACOCTDCDEFLGAHIILINKSLAMDMIMNMSMTNCNHNJNMNVNYOHOKPAPRSCTNTXUTVAVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Daniel Crites - Financial Advisor | TrueAdvisor