Daniel Eric Marting

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Phoenix, AZ
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2002-11-18 → 2003-11-17
  Morgan Stanley Dw Inc.
  Phoenix, AZ

Other Businesses

2. Millienial Monopoly LLC; Investment related; Private equity investment; Managing member (proprietor, partner, officer, director, employee, trustee, agent); Nov 2018; During business hours: 0; After business hours: 0 *398164 - Trust; Investment related - Yes; phoenix, Arizona;04/2020; During business hours: 0; After business hours: 0.25 *398166 - Trust; Investment related - Yes; phoenix, Arizona;04/2020; During business hours: 0; After business hours: 0.25 *398169 - Trust; Investment related - Yes; phoenix, Arizona;04/2020; During business hours: 0; After business hours: 0.25

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-30
• S63 Uniform Securities Agent State Law Examination
  1993-08-20