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Daniel Alejandro Baez Fernandez

Morgan Stanley

New York, NY

Purchase, NY

CRD 7117925

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2022-11-09
  • NY RA
    APPROVED
    Since 2022-11-09

Branch Locations

1 New York Plaza, New York, NY 10004 • United States

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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
OrganizationCityStateFromTo
Morgan Stanley New York NY 10/2022 Present
Morgan Stanley Melville NY 03/2022 09/2022
Ey Parker Logistics Bethpage NY 07/2020 06/2021
J. Crew Garden City NY 07/2019 08/2020
Abercrombie & Fitch Garden City NY 06/2018 12/2018
Unemployed Bethpage NY 06/2021 02/2022
St. John's University Queens NY 01/2019 06/2019
Chateau Briand Caterers Carle Place NY 09/2017 05/2018
Forte Capital Group New York NY 06/2019 08/2019
Foot Locker Hicksville NY 06/2016 12/2016
St. Anthony's High School South Huntington NY 01/2017 08/2017
  • 10/2022 → Present
    Morgan Stanley
    New York, NY
  • 03/2022 → 09/2022
    Morgan Stanley
    Melville, NY
  • 07/2020 → 06/2021
    Ey Parker Logistics
    Bethpage, NY
  • 07/2019 → 08/2020
    J. Crew
    Garden City, NY
  • 06/2018 → 12/2018
    Abercrombie & Fitch
    Garden City, NY
  • 06/2021 → 02/2022
    Unemployed
    Bethpage, NY
  • 01/2019 → 06/2019
    St. John's University
    Queens, NY
  • 09/2017 → 05/2018
    Chateau Briand Caterers
    Carle Place, NY
  • 06/2019 → 08/2019
    Forte Capital Group
    New York, NY
  • 06/2016 → 12/2016
    Foot Locker
    Hicksville, NY
  • 01/2017 → 08/2017
    St. Anthony's High School
    South Huntington, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-21
S63 Uniform Securities Agent State Law Examination 2021-09-04
  • S65 Uniform Investment Adviser Law Examination
    2021-11-21
  • S63 Uniform Securities Agent State Law Examination
    2021-09-04
Other Names
  • Daniel Alejandro Baez
  • Daniel A Baezfernandez

View on SEC IAPD

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