Daniel Edward Tedesco

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

Authority	Category	Status	Date
TN	RA	APPROVED	2023-02-14
CT	RA	APPROVED	2022-02-16
NY	RA	APPROVED	2021-06-16
NJ	RA	APPROVED	2014-02-18
TX	RA	APPROVED_RES	2014-02-18

TN RA
APPROVED

Since 2023-02-14
CT RA
APPROVED

Since 2022-02-16
NY RA
APPROVED

Since 2021-06-16
NJ RA
APPROVED

Since 2014-02-18
TX RA
APPROVED_RES

Since 2014-02-18

Branch Locations

3102 West End Avenue Suite 200, Nashville, TN 37203 • United States

Franklin, TN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Nashville	TN	02/2014	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

02/2014 → Present

Morgan Stanley

Nashville, TN
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

1999-08-24 → 2014-02-24

Ubs Financial Services Inc.

New York, NY

New York, NY

Other Businesses

*584410- Hillsboro Elementary/Middle School; Investment related: No; franklin, Tennessee; Public Schools; Board Member, Project Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 2; Helping the school PTO plan projects for the school

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-10-20
S63	Uniform Securities Agent State Law Examination	1997-04-28

S65 Uniform Investment Adviser Law Examination

1999-10-20
S63 Uniform Securities Agent State Law Examination

1997-04-28

Designations

Certified Financial Planner

Other Names

Dan Tedesco

View on SEC IAPD