DG
DG

Daniel Garelick

4 Years of Experience
New York, NY
Broker

Daniel Garelick is a registered investment advisor at Morgan Stanley, based in New York, NY, with 4 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

1 New York Plaza, New York, NY, 10004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel is a partner at King of the Kourt LLC, a recreation business, since February 2021. He spends minimal time on administrative tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
State Registrations1 state
NY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.