Daniel James Wirtanen

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

• 05/2015 → Present
  Morgan Stanley Smith Barney Llc
  Grosse Pointe, MI
• 06/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2012-10-01 → 2015-06-04
  J.P. Morgan Securities Llc
  Grosse Pointe, MI
• 2007-09-14 → 2012-10-01
  Chase Investment Services Corp.
  Harper Woods, MI
  Troy, MI
  Grosse Pointe, MI
  St. Clair Shores, MI
• 2006-02-15 → 2007-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2005-04-15

Other Names

• Daniel Wirtanen
• Daniel James Wirtanen