Daniel Matthew Gabler

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 08/2025
  Morgan Stanley
  Beverly Hills, CA
• 01/2015 → 08/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2025 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Previous Registrations

• 2014-10-23 → 2025-08-25
  Morgan Stanley
  Beverly Hills, CA
  Agoura Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-10-23

Other Names

• Daniel Gabler