Daniel Ehrlich

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
NY	RA	APPROVED	2021-06-16
FL	RA	APPROVED	2021-05-14
NJ	RA	APPROVED	2016-04-04
TX	RA	APPROVED	2016-03-31

NY RA
APPROVED

Since 2021-06-16
FL RA
APPROVED

Since 2021-05-14
NJ RA
APPROVED

Since 2016-04-04
TX RA
APPROVED

Since 2016-03-31

Branch Locations

North Miami, FL • United States

399 Park Avenue 12Th Floor, New York, NY 10022 • 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
Morgan Stanley Smith Barney Llc	New York	NY	03/2016	Present
Morgan Stanley Private Bank, N.A.	New York	NY	04/2016	Present

03/2016 → Present

Morgan Stanley Smith Barney Llc

New York, NY
04/2016 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2012-10-08 → 2016-04-18

Credit Suisse Securities (Usa) Llc

New York, NY

Other Businesses

1. LENDING CLUB, 61 STEVENSON, SUITE 300, SAN FRANCISCO, CA 94105, INVESTMENT RELATED, NATURE OF THE BUSINESS: CONSUMER LENDING, ROLE: INVESTOR; START DATE: FIRST INVESTMENT WAS DONE IN JUNE, 1-2 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS, DUTIES: SELECT THE LOAN TO INVEST IN 2. Rental Property; Investment related; New York City, New York; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2017; During business hours: 0; After business hours: 0 *612127 - Real Estate; Investment related: No; Brooklyn, New York; Real Estate; Officer(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 0; Property Management *617058 -Rental property; Investment related: Yes; North Miami Beach, Florida; Real Estate; Passive Investor (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 1; After business hours: 0; Administrative

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-05

S66 Uniform Combined State Law Examination

2012-10-05

Other Names

Daniel Ary Ehrlich
Daniel Ary Ehrlich Goldstein

View on SEC IAPD