Daniel J Izzillo

CRD 7137980

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-31
NY	RA	APPROVED	2023-01-01

TX RA
APPROVED

Since 2023-01-31
NY RA
APPROVED

Since 2023-01-01

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • 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	01/2022	Present
Duquesne University	Pittsburgh	PA	08/2017	12/2021
Northwestern Mutual	Pittsburgh	PA	08/2020	12/2020
Fpa Virtual Externship	Montclair	NJ	06/2020	08/2020
Morgan Stanley	New York	NJ	06/2019	07/2019
Montclair High School	Montclair	NJ	08/2013	06/2017

01/2022 → Present

Morgan Stanley

New York, NY
08/2017 → 12/2021

Duquesne University

Pittsburgh, PA
08/2020 → 12/2020

Northwestern Mutual

Pittsburgh, PA
06/2020 → 08/2020

Fpa Virtual Externship

Montclair, NJ
06/2019 → 07/2019

Morgan Stanley

New York, NJ
08/2013 → 06/2017

Montclair High School

Montclair, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-30

S66 Uniform Combined State Law Examination

2022-12-30

Other Names

Daniel James Schulz Izzillo
Daniel Izzillo

View on SEC IAPD

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