Daniel S Tanaka

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

• 04/2025 → Present
  Morgan Stanley
  Chicago, IL
• 07/2024 → 11/2024
  Richland Country Club
  Nashville, TN
• 11/2024 → 02/2025
  Randolph Street Realty Capital
  Chicago, IL
• 05/2023 → 08/2023
  Kuehne + Nagel
  Bensenville, IL
• 08/2023 → 12/2023
  Captrust
  Indianapolis, IN
• 08/2006 → 05/2020
  Wilmette School District
  Wilmette, IL
• 08/2020 → 05/2024
  Butler University
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2025-10-21