Daniel M Garelick

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

• 08/2021 → Present
  Morgan Stanley
  New York, NY
• 05/2020 → 09/2020
  Collegiate Productions
  White Plains, NY
• 05/2019 → 08/2019
  Israel Unlimited Tours
  Tel Aviv
• 01/2018 → 10/2018
  Penn State Campus Dining
  State College, PA
• 05/2017 → 08/2017
  White Plains Rec Department
  White Plains, NY
• 08/2017 → 12/2020
  Full-Time Education
  State College, PA
• 09/2009 → 05/2017
  Full-Time Education
  White Plains, NY
• 01/2021 → 07/2021
  Unemployed
  White Plains, NY

Other Businesses

*450781 - King of the Kourt LLC; Investment related - Yes; White Plains, NY; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 2; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-07
• S63 Uniform Securities Agent State Law Examination
  2021-10-11