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Daniel Aaron Plotinsky

Morgan Stanley

San Francisco, CA

CRD 2900244

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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 2014-02-12
CA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2014-02-12
  • CA RA
    APPROVED
    Since 2009-06-01

Branch Locations

555 California Street Pwm, San Francisco, CA 94104 • 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 San Francisco CA 06/2009 10/2016
Morgan Stanley San Francisco CA 10/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 11/2016 Present
  • 06/2009 → 10/2016
    Morgan Stanley
    San Francisco, CA
  • 10/2016 → Present
    Morgan Stanley
    San Francisco, CA
  • 11/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2009-02-13 → 2009-06-01
    Morgan Stanley & Co. Llc
    San Francisco, CA
  • 2008-04-11 → 2009-02-11
    Banc Of America Investment Services, Inc.
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2004-09-01 → 2005-05-04
    Wells Fargo Investments, Llc
    Palo Alto, CA
  • 2002-04-26 → 2004-08-18
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-22
  • S66 Uniform Combined State Law Examination
    2002-04-22
Other Names
  • Dan Plotinsky

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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