Danelle S Parker

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

• 03/2015 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 03/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2010-08-06 → 2012-04-17
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
• 2010-03-16 → 2010-08-10
  Chase Investment Services Corp.
  Bloomington, IN
  Greenwood, IN
  Bloomington, IN
  Bloomington, IN
  Bloomington, IN

Other Businesses

*377652 - 1419 W Roscoe Management LLC; Investment related Yes; Chicago, IL; Rental building; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; During business hours: 0; After business hours: 10

Exams

• S66 Uniform Combined State Law Examination
  2010-03-10
• S63 Uniform Securities Agent State Law Examination
  2006-11-01

Other Names

• Danelle Marie Seese