DR
DR

Daniel Rodriguez

3 Years of Experience
Miami, FL
Broker

Daniel Rodriguez is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 3 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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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 involved with Star Action Shots Inc., a digital media company owned by his parents, providing point-of-sale and technical support. This seasonal activity, occurring from January to May, requires about a quarter of Daniel's time and does not interfere with his Morgan Stanley work.

Employment History
Current Registrations
Morgan Stanley
December 2022 - Present · 3 yrs 5 mos
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.