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Daniel Solomon Klonsky

Morgan Stanley

Westbury , NY

Boca Raton, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-18
FL RA APPROVED 2024-05-28
TX RA APPROVED 2024-05-24
  • NY RA
    APPROVED
    Since 2025-06-18
  • FL RA
    APPROVED
    Since 2024-05-28
  • TX RA
    APPROVED
    Since 2024-05-24

Branch Locations

Westbury , NY • United States

595 South Federal Highway Suite 400, Boca Raton, FL 33432 • 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
Wells Fargo Advisors Llc Woodbury NY 10/2012 11/2016
Wells Fargo Clearing Services, Llc Woodbury NY 11/2016 05/2024
Morgan Stanley Smith Barney Llc Boca Raton FL 05/2024 Present
Morgan Stanley Private Bank, N.A New York NY 06/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-31
S63 Uniform Securities Agent State Law Examination 1980-01-09
  • 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

View on SEC IAPD

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