Dan Michael Vitale

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

• 09/2021 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 03/2020 → 06/2021
  New England Patriots
  Foxborough, MA
• 10/2018 → 03/2020
  Green Bay Packers
  Green Bay, WI
• 10/2016 → 10/2018
  Cleveland Browns
  Berea, OH
• 04/2016 → 10/2016
  Tampa Bay Buccaneers
  Tampa, FL
• 11/2021 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*615469- Fra Noi; Investment related: No; Stone Park, Illinois; Journalism; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 2; present content/ideas to the other board members to further the italian culture in the Chicagoland area, specifically for the next/younger generation

Exams

• S66 Uniform Combined State Law Examination
  2021-12-06

Other Names

• Dan M Vitale