Daniel Michael Kadden

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

• 08/2013 → 04/2017
  University Of Michigan - Ann Arbor
  Ann Arbor, MI
• 07/2017 → Present
  Morgan Stanley
  New York, NY
• 09/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

1.ESXL LLC; Investment related - Yes; Private Company; Voting member (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 0 2. *390775 - ZJDK LLC; Investment related -Yes; Great Neck, New York; Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2015 ; During business hours: 0; After business hours: 0; *482083- Trust; Investment related Yes; New York City, New York; 02/2022; During business hours: 0; After business hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-10
• S63 Uniform Securities Agent State Law Examination
  2017-07-31