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Danielle Gabriela Solano

Morgan Stanley

Napa, CA

CRD 7307890

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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 2024-11-10
CA RA APPROVED 2022-08-19
  • TX RA
    APPROVED_RES
    Since 2024-11-10
  • CA RA
    APPROVED
    Since 2022-08-19

Branch Locations

700 Main Street Suite 315, Napa, CA 94559 • 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
Morgan Stanley Napa CA 11/2020 Present
Jd Jones Construction Mocksville NC 10/2008 12/2019
Unemployed Vallejo CA 01/2020 10/2020
  • 11/2020 → Present
    Napa, CA
  • 10/2008 → 12/2019
    Jd Jones Construction
    Mocksville, NC
  • 01/2020 → 10/2020
    Unemployed
    Vallejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-19
  • S66 Uniform Combined State Law Examination
    2022-08-19
Other Names
  • Danielle Gabriela Jones
  • Danielle Gabriela Jones
  • Danielle Gabriela Solano

View on SEC IAPD

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