Daniel J Mendelsohn

CRD 7383239

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-10
NJ	RA	APPROVED	2023-02-24
NY	RA	APPROVED	2023-02-24

TX RA
APPROVED

Since 2023-03-10
NJ RA
APPROVED

Since 2023-02-24
NY RA
APPROVED

Since 2023-02-24

Branch Locations

1585 Broadway 21St Floor, New York, NY 10036 • 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

Organization	City	State	From	To
Morgan Stanley	New York	NY	06/2022	Present
Merrill Lynch	Princeton	NJ	05/2021	05/2022
Full-Time Education	Glen Rock	NJ	09/2005	05/2022

06/2022 → Present

Morgan Stanley

New York, NY
05/2021 → 05/2022

Merrill Lynch

Princeton, NJ
09/2005 → 05/2022

Full-Time Education

Glen Rock, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-11

S66 Uniform Combined State Law Examination

2023-02-11

Other Names

Daniel Jason Mendelsohn

View on SEC IAPD

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