Daron Bruce Edwards

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-20

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	11/2025
Morgan Stanley Smith Barney Llc	Houston	TX	08/2017	11/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Beaumont	TX	11/2025	Present
Morgan Stanley Private Bank, N.A	New York	NY	01/2015	11/2025
Bank Of America, N.A.	Beaumont	TX	01/2026	Present

01/2015 → 11/2025

Morgan Stanley Private Bank, National Association

New York, NY
08/2017 → 11/2025

Morgan Stanley Smith Barney Llc

Houston, TX
11/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Beaumont, TX
01/2015 → 11/2025

Morgan Stanley Private Bank, N.A

New York, NY
01/2026 → Present

Bank Of America, N.A.

Beaumont, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-10-24
S63	Uniform Securities Agent State Law Examination	2011-09-30