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Daphne A Donnelly

Morgan Stanley

Chicago, IL

CRD 7532316

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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 2024-05-20
IL RA APPROVED 2024-04-23
  • TX RA
    APPROVED
    Since 2024-05-20
  • IL RA
    APPROVED
    Since 2024-04-23

Branch Locations

233 South Wacker Drive Suite 8600, Chicago, IL 60606 • 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 Smith Barney Llc Chicago IL 10/2022 Present
Partyslate Chicago IL 06/2021 08/2021
New Trier Township High School Winnetka IL 08/2014 06/2018
University Of Denver Denver CO 06/2018 06/2022
Morgan Stanley Smith Barney Llc Chicago IL 04/2022 10/2022
  • 10/2022 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 06/2021 → 08/2021
    Partyslate
    Chicago, IL
  • 08/2014 → 06/2018
    New Trier Township High School
    Winnetka, IL
  • 06/2018 → 06/2022
    University Of Denver
    Denver, CO
  • 04/2022 → 10/2022
    Morgan Stanley Smith Barney Llc
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-23
  • S66 Uniform Combined State Law Examination
    2024-04-23

View on SEC IAPD

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GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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