Daniel Winkler is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
Get directionsHistory
Regulatory History
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 →Other Business Activities
Daniel is a student member of the University of Dayton's Flyer Investment Committee, dedicating about 10-20% of his time to voting on stock trades. He also spends minimal time per week performing due diligence and investing in start-up companies with Flyer Angels, and manages real estate as a sole proprietor.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations48 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.