Velia Daniel

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

• 05/2014 → 01/2020
  Citi Personal Wealth Management
  Palm Beach Gardens, FL
• 11/2025 → Present
  Morgan Stanley
  Palm Beach Gardens, FL
• 01/2020 → 11/2023
  Citi Personal Wealth Management
  Fort Lauderdale, FL
• 11/2023 → 11/2025
  Citi Personal Wealth Management
  Fort Lauderdale, FL

Previous Registrations

• 2018-11-26 → 2025-11-20
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL
  Palm Beach Gardens, FL
  Coral Springs, FL
  Ft. Lauderdale, FL
  Fort Mill, SC
  Coral Springs, FL
  Ft. Lauderdale, FL
  San Antonio, TX
  Lake Worth, FL
  New York, NY
  Fort Lauderdale, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-10-18

Other Names

• Velia Marsh
• Velia Gilmer-Marsh
• Velia Daniel
• Velia D Daniel