Daniel J Dibiasio

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
NY	RA	APPROVED	2021-06-16
NJ	RA	APPROVED	2009-11-09

NY RA
APPROVED

Since 2021-06-16
NJ RA
APPROVED

Since 2009-11-09

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Purchase	NY	09/2009	Present

09/2009 → Present

Morgan Stanley Smith Barney

Purchase, NY

Previous Registrations

2009-01-21 → 2009-09-25

Barclays Capital Inc.

New York, NY
2007-10-16 → 2008-10-15

Lehman Brothers Inc.

New York, NY

New York, NY

Other Businesses

638286- New Canaan Country School; Investment related: No; New Canaan, Connecticut; Children/Youth, Education; Board Member, Finance Committee, Investment Committee, Other Committee – President of the Board of Trustees (proprietor, partner, officer, director, employee, trustee, agent); 09/2024; During business hours: 5; After business hours: 10; As President of the Board of Trustees I will expanded exposure and responsibilities to all matters of the school.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-10-01

S66 Uniform Combined State Law Examination

2007-10-01

Other Names

Daniel J Dibiasio
Daniel Joseph Dibiasio
Daniel Dibiasio

View on SEC IAPD