Mark H Daaleman

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_RES	2025-02-15
NJ	RA	APPROVED	2025-02-05
NY	RA	APPROVED	2021-12-17

TX RA
APPROVED_RES

Since 2025-02-15
NJ RA
APPROVED

Since 2025-02-05
NY RA
APPROVED

Since 2021-12-17

Branch Locations

1 New York Plaza, New York, NY 10004 • 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
Equitable Advisors, Llc	New York	NY	08/2021	11/2021
Florida State University	Tallahassee	FL	06/2017	04/2021
Unemployed	Westfield	NJ	05/2021	07/2021
Westfield High School	Westfield	NJ	07/2013	06/2017
Jersey Mike's	Westfield	NJ	06/2018	08/2018
Famous Dave's	Mountainside	NJ	06/2019	08/2019
Wilson Recreation Department	Westfield	NJ	06/2018	08/2018
Enterprise	Westfield	NJ	08/2020	08/2020
Citibank	Westfield	NJ	06/2020	06/2020
Morgan Stanley	New York	NY	12/2021	Present

08/2021 → 11/2021

Equitable Advisors, Llc

New York, NY
06/2017 → 04/2021

Florida State University

Tallahassee, FL
05/2021 → 07/2021

Unemployed

Westfield, NJ
07/2013 → 06/2017

Westfield High School

Westfield, NJ
06/2018 → 08/2018

Jersey Mike's

Westfield, NJ
06/2019 → 08/2019

Famous Dave's

Mountainside, NJ
06/2018 → 08/2018

Wilson Recreation Department

Westfield, NJ
08/2020 → 08/2020

Enterprise

Westfield, NJ
06/2020 → 06/2020

Citibank

Westfield, NJ
12/2021 → Present

Morgan Stanley

New York, NY

Other Businesses

*495401 - Door Dash; Investment related - No; San Francisco, California; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 10; Labor/Service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-19

S66 Uniform Combined State Law Examination

2021-11-19

Other Names

Mark Daaleman
Mark Henry Daaleman

View on SEC IAPD