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Danielle Piehl

Morgan Stanley

St. Petersburg, FL

CRD 6069465

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-05-05
FL RA APPROVED 2018-12-17
  • TX RA
    APPROVED_RES
    Since 2020-05-05
  • FL RA
    APPROVED
    Since 2018-12-17

Branch Locations

150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • 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
OrganizationCityStateFromTo
Raymond James & Associates St. Petersburg FL 08/2014 03/2018
Unemployed Park FL 03/2018 12/2018
Morgan Stanley St. Petersburg FL 12/2018 Present
  • 08/2014 → 03/2018
    Raymond James & Associates
    St. Petersburg, FL
  • 03/2018 → 12/2018
    Unemployed
    Park, FL
  • 12/2018 → Present
    St. Petersburg, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-15
S63 Uniform Securities Agent State Law Examination 2012-07-11
  • S66 Uniform Combined State Law Examination
    2015-12-15
  • S63 Uniform Securities Agent State Law Examination
    2012-07-11
Other Names
  • Danielle Shoemaker
  • Danilla Monica Piehl
  • Danielle Monica Piehl

View on SEC IAPD

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