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Daniel J Acevedo

Morgan Stanley

Irvine, CA

Laguna Niguel, CA

CRD 7449569

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-12
MN RA APPROVED 2023-03-23
CA RA APPROVED 2021-12-20
  • TX RA
    APPROVED
    Since 2023-04-12
  • MN RA
    APPROVED
    Since 2023-03-23
  • CA RA
    APPROVED
    Since 2021-12-20

Branch Locations

1901 Main Street Suite 700, Irvine, CA 92614 • United States

28202 Cabot Road Suite 500, Laguna Niguel, CA 92677 • 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 Irvine CA 10/2021 Present
Gfr Homes Upland CA 06/2018 01/2021
Randy's Auto Sales Ontario CA 06/2017 08/2017
Damien High School La Verne CA 08/2013 05/2017
University Of San Diego San Diego CA 09/2017 05/2021
Unemployed Rancho Cucamonga CA 05/2021 10/2021
Morgan Stanley Private Bank, N.A New York NY 11/2021 Present
  • 10/2021 → Present
    Morgan Stanley
    Irvine, CA
  • 06/2018 → 01/2021
    Gfr Homes
    Upland, CA
  • 06/2017 → 08/2017
    Randy's Auto Sales
    Ontario, CA
  • 08/2013 → 05/2017
    Damien High School
    La Verne, CA
  • 09/2017 → 05/2021
    University Of San Diego
    San Diego, CA
  • 05/2021 → 10/2021
    Unemployed
    Rancho Cucamonga, CA
  • 11/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-20
  • S66 Uniform Combined State Law Examination
    2021-12-20

View on SEC IAPD

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