Best Investors Account Sign in

Dana Margiotta Frellick

Morgan Stanley

Bloomfield Hills, MI

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-03-13
MI RA APPROVED 2012-02-01
  • TX RA
    APPROVED
    Since 2012-03-13
  • MI RA
    APPROVED
    Since 2012-02-01

Branch Locations

40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • 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 Smith Barney Birmingham MI 01/2012 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 01/2012 → Present
    Morgan Stanley Smith Barney
    Birmingham, MI
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

1) 1935 CONNECTICUT LLC; INVESTMENT RELATED ; TROY,MI; RENTAL PROPERTY; OWNER; MAY 2013; 0 HOURS ; HOME OWNER 2) 137 DEVILLEN LLC; INVESTMENT RELATED; TROY MI; RENTAL PROPERTY; OWNER ; MAY 2013; 0 HOURS 3) 617 N WILSON, LLC; RENTAL PROPERTY; ROYAL OAK, MI; HOME OWNER; MANAGED BY SPOUSE; 0 HOURS; 11/2013 4) 1304 WILSON LLC; INVESTMENT RELATED; TROY, MI; RENTAL HOUSE; OWNER ; MAY 2012; 0 HOURS ; OWNER OF THE HOUSE 6) 4507 WOODLAND, LLC; INVESTMENT RELATED; TROY, MI; RENTAL HOUSE; OWNER ; MAY 2012; 0 HOURS ; OWNER OF THE HOUSE 7) 3537 LINWOOD, LLC; INVESTMENT RELATED; TROY, MI; RENTAL HOUSE; OWNER ; MAY 2012; 0 HOURS ; OWNER 8) 1113 FERRIS LLC; ; INVESTMENT RELATED; TROY, MI; RENTAL HOUSE; OWNER ; MAY 2013; 0 HOURS ; 9) 3534 WOODLAND LLC; INVESTMENT RELATED; TROY,MI; RENTAL PROPERTY; OWNER; 10/6/2015; 0 HOURS 10) 3342 PRAIRIE LLC; INVESTMENT RELATED ; TROY,MI; RENTAL PROPERTY; OWNER ; MAY 2013; 0 HOURS ; HOME OWNER 11) FF RENTALS LLC; INVESTMENT RELATED; RENTAL PROPERTY; OWNER ; APRIL 2015; 0 HOURS ; OWNER 12) RSF MANAGEMENT; INVESTMENT RELATLED; PROPERTY MANAGEMENT; OWNER; 10/6/2015; 0 HOURS 13. MILLARD, LLC; RENTAL PROPERTY; ROYAL OAK, MI; OWNER; ; 0 HOURS; 11/2013 14) 23 WINTERS HAVEN FAIRVIEW, NC 01/2010 RENTAL PROPERTY OWNER; 0 HOURS 15) 4 WINTERS HAVEN FAIRVIEW, NC 01/2010 RENTAL PROPERTY OWNER; 0 HOURS *513675 - Rental property; Investment related: Yes; Royal Oak, Michigan; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 0; Home Owner 19) 1208 Wilson LLC; Investment related; Rental Property; Owner; 11/2012; 0 hours 20) Gainsborough LLC; Investment related; Rental Property; Owner; 05/2009; 0 hours 21) Kirkshire LLC; Investment related; Beverly Hills, MI; Rental Property; Owner; 05/2009; 0 hours 22) 1107 Millard LLC; Investment related; Rental Property; Owner; 11/2013; 0 hours 23) 724 N CONNECTICUT LLC; Investment related; Rental Property; Owner; 11/2013; 0 hours 24) 329 N WILSON LLC; Investment related; Rental Property; Owner; 11/2013 25) 3120 Edgewood Park Drive LLC; Investment related; Rental Property; Owner; 04/2018 2) 3219 N WILSON LLC; INVESTMENT RELATED; ROYAL OAK/MI; TITLE: OWNER; START DATE: 02/2011; DURING BUSINESS HOURS: 0; AFTER BUSINESS HOURS: 0.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-15
S63 Uniform Securities Agent State Law Examination 2002-08-01
  • S66 Uniform Combined State Law Examination
    2008-12-15
  • S63 Uniform Securities Agent State Law Examination
    2002-08-01
Other Names
  • Dana Marie Margiotta
  • Dana Margiotta Frellick
  • Dana Margiottta Frellick

View on SEC IAPD

More in Bloomfield Hills, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor