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Daniel Incoronato Shahim

Morgan Stanley

Greenwood Village, CO

CRD 7134895

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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
CO RA APPROVED 2023-08-01
OH RA APPROVED 2022-04-27
TX RA APPROVED 2022-04-27
  • CO RA
    APPROVED
    Since 2023-08-01
  • OH RA
    APPROVED
    Since 2022-04-27
  • TX RA
    APPROVED
    Since 2022-04-27

Branch Locations

5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • 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 Greenwood Village CO 03/2022 Present
Jobsohio Columbus OH 01/2021 03/2022
High Point University High Point NC 08/2017 12/2020
Full-Time Education Houston TX 08/2011 07/2017
Morgan Stanley Private Bank, N.A New York NY 03/2026 Present
  • 03/2022 → Present
    Morgan Stanley
    Greenwood Village, CO
  • 01/2021 → 03/2022
    Jobsohio
    Columbus, OH
  • 08/2017 → 12/2020
    High Point University
    High Point, NC
  • 08/2011 → 07/2017
    Full-Time Education
    Houston, TX
  • 03/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-02
  • S66 Uniform Combined State Law Examination
    2022-02-02
Other Names
  • Daniel I Shahim

View on SEC IAPD

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Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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