Daniel P Johnston

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1997 → 12/2021
  Fidelity Brokerage Services, Inc.
  Salt Lake City, UT
• 05/2022 → Present
  Morgan Stanley
  South Jordan, UT
• 01/2022 → 05/2022
  Unemployed
  Pleasant Grove, UT

Other Businesses

*561579 - Sole proprietor; Investment related: Yes; Pleasant Grove, Utah; Digital Website Marketing and Advertising; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 10; Sales/Marketing, Customer Service, Administrative

Exams

• S66 Uniform Combined State Law Examination
  2022-10-14
• S63 Uniform Securities Agent State Law Examination
  1998-01-30

Other Names

• Daniel Patrick Johnston