Lemuel Daniels is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 50 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
10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024
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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
December 2013 - Present · 12 yrs 5 mos
Morgan StanleyBroker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
Deutsche Bank Securities INC.
September 2007 - December 2013 · 6 yrs 3 mos
Deutsche Bank Securities INC.Broker
September 2007 - December 2013 · 6 yrs 3 mos
Citigroup Global Markets INC.
September 1999 - September 2007 · 8 yrs
Citigroup Global Markets INC.Broker
September 1999 - September 2007 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1994 - September 1999 · 5 yrs
Bear, Stearns & CO. INC.Broker
July 1985 - September 1994 · 9 yrs 2 mos
Drexel Burnham Lambert IncorporatedBroker
August 1984 - July 1985 · 11 mos
Becker Paribas IncorporatedBroker
July 1978 - September 1984 · 6 yrs 2 mos
Becker Securities IncorporatedBroker
March 1978 - July 1978 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
August 1975 - April 1978 · 2 yrs 8 mos
State Registrations40 states
AZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.