Danielle Nicole Gilliam

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

• 10/2019 → 12/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sewickley, PA
• 02/2016 → 04/2018
  Mercedes Benz Of Pittsburgh
  Pittsburgh, PA
• 04/2018 → 09/2018
  Bimbo Bakeries Usa
  Pittsburgh, PA
• 09/2018 → 07/2019
  Bank Of America Na
  Wexford, PA
• 12/2022 → Present
  Morgan Stanley
  Sewickley, PA

Previous Registrations

• 2021-06-22 → 2022-12-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sewickley, PA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-06-21

Other Names

• Danielle N Gilliam
• Danielle Stahley
• Danielle Nicole Stahley
• Danielle Nicole Gilliam
• Danielle Gilliam