Daniel Abrahamsohn is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 9 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
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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 Stanley
July 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
April 2023 - June 2023 · 2 mos
Ameriprise Financial Services, LLCBroker
May 2022 - June 2023 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2019 - May 2022 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - February 2019 · 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2016 - November 2018 · 2 yrs 7 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.