DD
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Daria Duncan

5 Years of Experience
Denver, CO
Broker

Daria Duncan is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 5 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

1550 Market Street, Suite 600, Denver, CO, 80202

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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

Daria is a realtor for Homes by Kira LLC since 2022, spending minimal time outside of business hours on this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
March 2024 - Present · 2 yrs 6 mos
Morgan StanleyBroker
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
Forusall
March 2024 - March 2024 · 0 mos
Tifin Grow LLC
February 2023 - November 2023 · 9 mos
Tifin Distribution PartnersBroker
February 2023 - November 2023 · 9 mos
Charles Schwab & CO., INC.
September 2020 - September 2021 · 1 yr
Charles Schwab & CO., INC.Broker
December 2018 - September 2021 · 2 yrs 9 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.