Danielle A. Weidert

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

• 10/2012 → 06/2022
  J.P. Morgan Securities Llc
  Fort Lauderdale, FL
• 01/2018 → 06/2022
  Jp Morgan Chase Bank, N.A.
  Fort Lauderdale, FL
• 06/2022 → Present
  Morgan Stanley Smith Barney Llc
  Boca Raton, FL
• 06/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-10-01 → 2022-06-23
  J.P. Morgan Securities Llc
  Boca Raton, FL
  Delray Beach, FL
  Delray Beach, FL
  Boca Raton, FL
  Delray Beach, FL
  Delray Beach, FL
  Delray Beach, FL
  Boca Raton, FL
  Boca Raton, FL
  Lake Worth, FL
  Tamarac, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Boca Raton, FL
• 2011-08-11 → 2012-10-01
  Chase Investment Services Corp.
  Delray Beach, FL
  Boca Raton, FL
  Lake Worth, FL
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-08-10
• S63 Uniform Securities Agent State Law Examination
  2010-02-16

Other Names

• Danielle Ashley Schantz
• Danielle A. Schantz