Daniel Howard Bradley

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

• 08/2010 → Present
  Morgan Stanley Smith Barney Llc
  Atlanta, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2005-04-05 → 2010-09-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1) Ryals Tract, LLC; Timberland; Savannah, GA,; Investment related; 06/2012; 0,0 2) Pineora Group, LLC; Timberland; Savannah, GA; Investment related; Member; 01/2013; 0,0 3) GA 16 Bulloch, LLC; Timberland; Savannah, GA; Investment related; Manager; 05/2016; 0,0 4) Wyngate Holdings, LLC; Investment related; Savannah, GA; LLC that holds inherited timberland and real estate; Manager; Start date: 04/2016; During business hours: 0; After business hours: 0 *583738 - Dancey Holdings LLLP; Investment Related - Yes; Savannah, Georgia; Other; I am the manager of the LLC (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2023; During Business Hours: 0; After Business Hours: 0; Administrative *583878 - Dancey Management Co., LLC; Investment Related - Yes; Savannah, Georgia; Other; Manager(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2023; During Business Hours: 0; After Business Hours: 0; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-07
• S63 Uniform Securities Agent State Law Examination
  1998-10-12

Other Names

• Daniel Howard Bradley
• Daniel Howard Bradley
• Daniel H Bradley Jr.
• Daniel Howard Bradley Jr.