Daniel Robert O'kray

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
TX	RA	APPROVED_RES	2012-04-03
IL	RA	APPROVED	2012-03-26

TX RA
APPROVED_RES

Since 2012-04-03
IL RA
APPROVED

Since 2012-03-26

Branch Locations

Glen Ellyn, IL • United States

233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • 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	Chicago	IL	10/2015	Present
Morgan Stanley Private Bank, N.A.	New York	NY	10/2015	Present

10/2015 → Present

Morgan Stanley

Chicago, IL
10/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2011-09-01 → 2012-03-28

Nuveen Asset Management, Llc

Chicago, IL
2010-04-09 → 2011-09-01

Nuveen Fund Advisors, Llc
2008-04-18 → 2010-03-02

Credit Suisse Securities (Usa) Llc

Chicago, IL
2006-11-09 → 2008-04-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL

Other Businesses

*493569 - St. Petronille "LIFE" Fund; Investment related No; glen ellyn, Illinois; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 1; Investment Decisions/Advice

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-11-08

S66 Uniform Combined State Law Examination

2006-11-08

Other Names

Daniel Robert Okray

View on SEC IAPD