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Daniel P Kreer

Morgan Stanley

Monterey, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2009-06-01
TX RA APPROVED_RES 2009-06-01
  • CA RA
    APPROVED
    Since 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

401 Fremont Street Suite 200, Monterey, CA 93940 • 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 Monterey CA 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Monterey, CA
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Monterey, CA
  • 1997-07-08 → 2007-04-02
    Morgan Stanley Dw Inc.
    Monterey, CA
    Monterey, CA
Other Businesses

YORK SCHOOL BOARD OF TRUSTEES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-21
S63 Uniform Securities Agent State Law Examination 1980-03-07
  • S65 Uniform Investment Adviser Law Examination
    1996-02-21
  • S63 Uniform Securities Agent State Law Examination
    1980-03-07
Other Names
  • Daniel Palmer Kreer
  • Daniel P Kreer Jr
  • Daniel P Kreer Jr.

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · Monterey, CA
EDWARD JONES · Monterey, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Monterey, CA
FIRST COMMAND ADVISORY SERVICES · Monterey, CA
MODERN WEALTH MANAGEMENT, LLC · MONTEREY, CA
DEL MONTE CAPITAL, INC. · MONTEREY, CA
STRATEGIC ADVISERS LLC · MONTEREY, CA
THREE SHEEP WEALTH MANAGEMENT, LLC · MONTEREY, CA

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