Best Investors Account Sign in

Daniel M Ellert

Morgan Stanley

Mount Laurel, NJ

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-02-10
TX RA APPROVED 2021-04-21
NJ RA APPROVED 2021-03-09
  • PA RA
    APPROVED
    Since 2022-02-10
  • TX RA
    APPROVED
    Since 2021-04-21
  • NJ RA
    APPROVED
    Since 2021-03-09

Branch Locations

330 Fellowship Road, Mount Laurel, NJ 08054 • 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
Fs2 Capital Partners, Llc Philadelphia PA 05/2013 06/2018
Fs Investment Solutions, Llc Philadelphia PA 06/2018 07/2020
Morgan Stanley Mount Laurel NJ 03/2021 Present
Riskalyze Philadelphia PA 11/2020 02/2021
Unemployed Philadelphia PA 08/2020 11/2020
  • 05/2013 → 06/2018
    Fs2 Capital Partners, Llc
    Philadelphia, PA
  • 06/2018 → 07/2020
    Fs Investment Solutions, Llc
    Philadelphia, PA
  • 03/2021 → Present
    Morgan Stanley
    Mount Laurel, NJ
  • 11/2020 → 02/2021
    Riskalyze
    Philadelphia, PA
  • 08/2020 → 11/2020
    Unemployed
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-31
S63 Uniform Securities Agent State Law Examination 2014-01-13
  • S66 Uniform Combined State Law Examination
    2021-01-31
  • S63 Uniform Securities Agent State Law Examination
    2014-01-13
Other Names
  • Dan Ellert
  • Daniel Marshall Ellert

View on SEC IAPD

Other Firms

GENRISE WEALTH ADVISORS LLC
ENCOMPASS MORE ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC
GSG ADVISORS LLC
VALIC FINANCIAL ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CALTON & ASSOCIATES, INC.

Other Investors

RACHEL S CHARLES
JEAN-PAUL BRESCIA
ROBERT CHRISTOPHER SMITH
CRAIG EVERETT YATES
CYNTHIA E JONES
MICHELE GIRGENTI
JOHN BORREGGINE
JOSEPH GORDON DEHN

Other Offices

GENRISE WEALTH ADVISORS LLC · MT. LAUREL, NJ
ENCOMPASS MORE ASSET MANAGEMENT LLC · Mount Laurel, NJ
LPL FINANCIAL LLC · MT LAUREL, NJ
CREATIVEONE WEALTH, LLC · Mt. Laurel, NJ
GSG ADVISORS LLC · MOUNT LAUREL, NJ
VALIC FINANCIAL ADVISORS, INC. · MOUNT LAUREL, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MOUNT LAUREL, NJ
GSG ADVISORS LLC · MT LAUREL, NJ

More in Mount Laurel, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor