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Daniel L Weiner

Morgan Stanley

New York, NY

CRD 4251672

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-05-21
  • TX RA
    APPROVED_RES
    Since 2020-05-21

Branch Locations

1585 Broadway, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley & Co Llc New York NY 09/2015 Present
Morgan Stanley New York NY 09/2015 Present
  • 09/2015 → Present
    Morgan Stanley & Co Llc
    New York, NY
  • 09/2015 → Present
    Morgan Stanley
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-12-19
  • S63 Uniform Securities Agent State Law Examination
    2000-12-19
Other Names
  • Daniel L. Weiner

View on SEC IAPD

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