Daniel D Platt

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

• 04/2012 → Present
  Morgan Stanley Smith Barney
  Las Vegas, NV
• 09/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2011-03-08 → 2012-04-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-04
• S63 Uniform Securities Agent State Law Examination
  2011-01-07

Other Names

• Daniel Platt
• Daniel David Platt
• Daniel David Platt
• Dan Platt
• Daniel D Platt
• Daniel D. Platt