Daniel Solomon Klonsky

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:

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

Current Employers

Employment History

• 10/2012 → 11/2016
  Wells Fargo Advisors Llc
  Woodbury, NY
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Woodbury, NY
• 05/2024 → Present
  Morgan Stanley Smith Barney Llc
  Boca Raton, FL
• 06/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-07-31 → 2024-05-30
  Wells Fargo Clearing Services, Llc
  Woodbury, NY
  Boca Raton, FL
  Boca Raton, FL
• 2002-12-16 → 2003-05-13
  Morgan Stanley Dw Inc.
  Great Neck, NY
  Great Neck, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-31
• S63 Uniform Securities Agent State Law Examination
  1980-01-09

Other Names

• Daniel S Klonsky
• Dan Klonsky
• Daniel Solomon Klonsky
• Daniel Klonsky