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Daniel R Gordon

Morgan Stanley

Tampa, FL

CRD 7622810

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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
FL RA APPROVED 2024-10-28
TX RA APPROVED 2024-10-25
  • FL RA
    APPROVED
    Since 2024-10-28
  • TX RA
    APPROVED
    Since 2024-10-25

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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
E*Trade Securities Llc Temple Terrace FL 09/2022 Present
Taco Mac Alpharetta GA 09/2017 12/2017
Milton High School Milton GA 01/2015 05/2018
Florida State University Tallahassee FL 08/2018 04/2022
Gigi Fernandez Tennis Tampa FL 01/2020 12/2020
Unemployed Tampa FL 04/2022 09/2022
Morgan Stanley Temple Terrace FL 04/2023 Present
Morgan Stanley Temple Terrace FL 09/2023 Present
  • 09/2022 → Present
    E*Trade Securities Llc
    Temple Terrace, FL
  • 09/2017 → 12/2017
    Taco Mac
    Alpharetta, GA
  • 01/2015 → 05/2018
    Milton High School
    Milton, GA
  • 08/2018 → 04/2022
    Florida State University
    Tallahassee, FL
  • 01/2020 → 12/2020
    Gigi Fernandez Tennis
    Tampa, FL
  • 04/2022 → 09/2022
    Unemployed
    Tampa, FL
  • 04/2023 → Present
    Morgan Stanley
    Temple Terrace, FL
  • 09/2023 → Present
    Morgan Stanley
    Temple Terrace, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-25
S63 Uniform Securities Agent State Law Examination 2023-02-01
  • S66 Uniform Combined State Law Examination
    2024-10-25
  • S63 Uniform Securities Agent State Law Examination
    2023-02-01

View on SEC IAPD

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