Daniel John Bryant

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

• 05/2011 → Present
  Morgan Stanley Smith Barney
  Salt Lake City, UT
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-02-13 → 2011-06-05
  Bt Pacific Partners, Llc
  Valencia, CA
• 2004-08-04 → 2006-12-31
  Taurus Pacific Asset Management, Llc
  Westlake Village, CA
• 2004-06-07 → 2004-06-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-07-22
• S66 Uniform Combined State Law Examination
  1999-03-12

Other Names

• Daniel John Bryant
• Bryant John Daniel