Daniel B Stein

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

• 05/2023 → Present
  Morgan Stanley
  Tampa, FL
• 12/2021 → 03/2023
  Lunar Tide
  Tampa, FL
• 08/2021 → 12/2021
  Artists First
  Los Angeles, CA
• 01/2020 → 06/2021
  Crimson Education
  Tampa, FL
• 08/2019 → 12/2019
  Fox 21 Television Studios
  Los Angeles, CA
• 08/2015 → 05/2019
  Yale University
  New Haven, CT
• 02/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-12-01

Other Names

• Daniel Stein