Daniel Marshi

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
NJ	RA	APPROVED	2016-11-23

NY RA
APPROVED

Since 2021-06-16
NJ RA
APPROVED

Since 2016-11-23

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	New York	NY	04/2016	01/2017
Morgan Stanley	Purchase	NY	01/2017	Present

04/2016 → 01/2017

Morgan Stanley

New York, NY
01/2017 → Present

Morgan Stanley

Purchase, NY

Other Businesses

*547505- Auctus Ventures; Investment related-Yes, New York; Investment/Finance/Banking; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 4; Administrative *653649- Adib Capital LLC; Investment related: Yes; New York, New York; Investment/Finance/Banking; Investor, Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 2; Investment Decisions/Advice

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-11-22

S66 Uniform Combined State Law Examination

2016-11-22