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Daniel J Costello

Morgan Stanley

Purchase, NY

New York, NY

CRD 8107251

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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
CT RA APPROVED 2026-01-26
NY RA APPROVED 2026-01-26
  • CT RA
    APPROVED
    Since 2026-01-26
  • NY RA
    APPROVED
    Since 2026-01-26

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

1 New York Plaza, New York, NY 10004 • 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 06/2025 Present
Silver Spring Country Club Ridgefield CT 03/2022 06/2025
Wolf And Company Springfield MA 09/2019 03/2020
Hartree Partners Llc New York NY 10/2018 06/2019
Hudson Country Montessori School Danbury CT 09/2014 10/2018
Ymca Of Western Ct Bethel CT 06/2007 08/2017
Unemployment Brookfield CT 03/2020 03/2022
  • 06/2025 → Present
    Morgan Stanley
    New York, NY
  • 03/2022 → 06/2025
    Silver Spring Country Club
    Ridgefield, CT
  • 09/2019 → 03/2020
    Wolf And Company
    Springfield, MA
  • 10/2018 → 06/2019
    Hartree Partners Llc
    New York, NY
  • 09/2014 → 10/2018
    Hudson Country Montessori School
    Danbury, CT
  • 06/2007 → 08/2017
    Ymca Of Western Ct
    Bethel, CT
  • 03/2020 → 03/2022
    Unemployment
    Brookfield, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-23
S63 Uniform Securities Agent State Law Examination 2025-08-30
  • S66 Uniform Combined State Law Examination
    2026-01-23
  • S63 Uniform Securities Agent State Law Examination
    2025-08-30

View on SEC IAPD

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