Daniel J Hillis

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

• 01/2017 → 04/2017
  Jpmorgan Chase Bank Na
  Miami, FL
• 01/2017 → 04/2017
  Jpmorgan Securities Llc
  Miami, FL
• 08/2016 → 12/2016
  Unemployed
  New York, NY
• 06/2017 → 06/2019
  Thrive Capital Management, Llc
  Fort Washington, PA
• 12/2017 → 06/2019
  Thrive Insurance Group, Llc
  Fort Washington, PA
• 12/2017 → 06/2019
  Thrive Financial Services, Llc
  Fort Washington, PA
• 06/2019 → Present
  Morgan Stanley
  Miami, FL
• 07/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-07-13 → 2019-07-24
  Thrive Capital Management, Llc
  Miami, FL
  Miami, FL
  Fort Washington, PA

Other Businesses

*566228- Mallorca 320 LLC; Investment related: Yes; Miami, Florida; Single Purpose LLC, Non-commercial use, for personal watercraft ownership; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 1; Administrative *702169 - Elevant; Investment related - No; Miami, Florida; Civic/Community:Children/Youth:Education; Board Member:Finance Committee:Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 2; Investment Decisions/Advice

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-07-27
• S65 Uniform Investment Adviser Law Examination
  2016-12-02

Other Names

• Dan Hillis
• Daniel Joseph Hillis
• Daniel Hillis