Best Investors Account Sign in
Inactive

Daniel K Whitaker

Moffettnathanson

New York, NY

Claim This Profile
Current Employers
Moffettnathanson

1325 Avenue Of The Americas, 29Th Floor, New York, NY 10019 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-10-16
  • CT RA
    APPROVED
    Since 2023-10-16

Branch Locations

1325 Avenue Of The Americas, 29Th Floor, New York, NY 10019 • 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 06/2014 07/2020
Morgan Stanley Services Group Inc. New York NY 03/2017 12/2019
Svb Securities Llc New York NY 07/2022 Present
Johnson School Of Business Cornell University Ithaca NY 08/2020 05/2022
Leerink Partners Llc Boston MA 07/2022 Present
  • 06/2014 → 07/2020
    Morgan Stanley
    New York, NY
  • 03/2017 → 12/2019
    Morgan Stanley Services Group Inc.
    New York, NY
  • 07/2022 → Present
    Svb Securities Llc
    New York, NY
  • 08/2020 → 05/2022
    Johnson School Of Business Cornell University
    Ithaca, NY
  • 07/2022 → Present
    Leerink Partners Llc
    Boston, MA
Previous Registrations
  • 2016-01-26 → 2020-08-06
    Morgan Stanley
    New York, NY
    New York, NY
    Purchase, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-25
  • S66 Uniform Combined State Law Examination
    2016-01-25
Other Names
  • Daniel Whitaker

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor