Daniela M Sanchez

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

• 02/2025 → Present
  Morgan Stanley
  Houston, TX
• 08/2024 → 02/2025
  Berg Hospitality
  Houston, TX
• 03/2023 → 12/2024
  Cafe Natalie Catering
  Houston, TX
• 09/2023 → 12/2023
  Adara Communities
  Cypress, TX
• 08/2024 → Present
  University Of Houston
  Houston, TX
• 08/2020 → 05/2024
  Cy-Fair High School
  Cypress, TX
• 08/2017 → 05/2020
  Academy Of Choice Middle School
  Houston, TX
• 08/2014 → 05/2017
  Ferry Farm Elementary
  Fredericksburg, VA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-02