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Danny James Embrey

Morgan Stanley

Potomac, MD

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-04-29
TX RA APPROVED 2025-04-29
  • MD RA
    APPROVED
    Since 2025-04-29
  • TX RA
    APPROVED
    Since 2025-04-29

Branch Locations

12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • 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
Suntrust Investment Services, Inc. Atlanta GA 06/2013 12/2018
Suntrust Advisory Services Atlanta GA 09/2016 12/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda MD 12/2018 04/2025
Bank Of America, N.A. North Bethesda MD 02/2019 04/2025
Morgan Stanley Smith Barney Llc Potomac MD 04/2025 Present
Morgan Stanley Private Bank, N.A New York NY 06/2025 Present
  • 06/2013 → 12/2018
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 12/2018
    Suntrust Advisory Services
    Atlanta, GA
  • 12/2018 → 04/2025
    North Bethesda, MD
  • 02/2019 → 04/2025
    Bank Of America, N.A.
    North Bethesda, MD
  • 04/2025 → Present
    Morgan Stanley Smith Barney Llc
    Potomac, MD
  • 06/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2018-12-13 → 2025-04-30
    North Bethesda, MD
  • 2016-09-09 → 2018-12-20
    W Kensington, MD
    North Potomac, MD
    Rockville, MD
    Kensington, MD
    Germantown, MD
    Rockville, MD
    Gaithersburg, MD
    Gaithersburg, MD
    Silver Spring, MD
    Gaithersburg, MD
    Gaithersburg, MD
    Rockville, MD
  • 2013-06-03 → 2016-12-31
    Truist Investment Services, Inc.
    Gaithersburg, MD
    North Potomac, MD
    Laurel, MD
    Kensington, MD
    Rockville, MD
    Silver Spring, MD
    Kensington, MD
    Silver Spring, MD
    Gaithersburg, MD
    Gaithersburg, MD
    Rockville, MD
    Gaithersburg, MD
    Rockville, MD
    Germantown, MD
    Rockville, MD
    Montgomery Village, MD
    Gaithersburg, MD
    Rockville, MD
  • 2010-04-26 → 2013-06-17
    Capital One Financial Advisors Llc
    Melville, NY
  • 2007-04-27 → 2010-05-07
    Chevy Chase Financial Services
    Bethesda, MD
    Bethesda, MD
Other Businesses

*639461- Poolesville Athletic Association; Investment related-No; Poolesville, Maryland; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2016; During business hours: 0; After business hours: 2; Administrative.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-14
  • S66 Uniform Combined State Law Examination
    2007-04-14
Designations
Other Names
  • Danny J Embrey
  • Danny Embrey

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