Daniel Czajkowski

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
NY	RA	APPROVED	2023-05-05

NY RA
APPROVED

Since 2023-05-05

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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
Morgan Stanley	New York	NY	05/2019	Present
Jack Kent Cooke Foundation	Lansdowne	VA	07/2015	01/2018
Amazon	Teterboro	NJ	11/2018	12/2018
Unemployed	Clifton	NJ	01/2018	11/2018
Unemployed	Clifton	NJ	12/2018	05/2019

05/2019 → Present

Morgan Stanley

New York, NY
07/2015 → 01/2018

Jack Kent Cooke Foundation

Lansdowne, VA
11/2018 → 12/2018

Amazon

Teterboro, NJ
01/2018 → 11/2018

Unemployed

Clifton, NJ
12/2018 → 05/2019

Unemployed

Clifton, NJ

Other Businesses

*371573 - NERB LLC; Investment related: Yes; Private Company; Selling Consumer Goods Online (proprietor, partner, officer, director, employee, trustee, agent); 08/2010; During business hours: 0; After business hours: 0; Owner/Operator

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-05

S66 Uniform Combined State Law Examination

2023-05-05

View on SEC IAPD