Daniel P Garden

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
NJ	RA	APPROVED	2025-04-21
TX	RA	APPROVED	2025-04-17

NJ RA
APPROVED

Since 2025-04-21
TX RA
APPROVED

Since 2025-04-17

Branch Locations

61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • 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
Ubs Financial Services Inc.	Paramus	NJ	07/2013	04/2025
Morgan Stanley Smith Barney Llc	Paramus	NJ	04/2025	Present
Morgan Stanley Private Bank, N.A	New York	NY	06/2025	Present

07/2013 → 04/2025

Ubs Financial Services Inc.

Paramus, NJ
04/2025 → Present

Morgan Stanley Smith Barney Llc

Paramus, NJ
06/2025 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2013-08-29 → 2025-04-29

Ubs Financial Services Inc.

Paramus, NJ

Other Businesses

K. M. G. 2024 Irrevocable Life Insurance Trust; Pittsford, NY; In the event of the grantor's demise, I will be responsible for ensuring trust remains compliant with tax filing responsibilities. Start 20-May-2024

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-29

S66 Uniform Combined State Law Examination

2013-08-29

Designations

Certified Financial Planner

Other Names

Daniel P Garden
Daniel Patrick P Garden

View on SEC IAPD