Daniel E Gregory

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

• 04/2025 → Present
  Morgan Stanley
  Gilbert Us, AZ
• 11/2023 → 03/2025
  Life Time, Inc
  Phoenix, AZ
• 12/2020 → 03/2021
  Exp Realty
  Scottsdale, AZ
• 05/2020 → 12/2020
  Keller Williams Realty
  Scottsdale, AZ
• 11/2019 → 05/2020
  Desert Edge Mentoring Services
  Phoenix, AZ
• 05/2016 → 08/2016
  Fitness International Llc
  Laveen, AZ
• 05/2016 → 07/2016
  Utc Aerospace Systems
  Phoenix, AZ
• 08/2016 → 05/2018
  University Of Arizona
  Tucson, AZ
• 08/2018 → 05/2019
  Arizona State University
  Tempe, AZ
• 05/2019 → 07/2019
  Barbizon Modeling And Acting School
  Phoenix, AZ
• 01/2021 → 05/2023
  Phoenix College
  Phoenix, AZ
• 06/2023 → 10/2023
  N/A
  Phoenix, AZ
• 08/2019 → 10/2019
  N/A
  Phoenix, AZ
• 08/2012 → 05/2016
  Betty Fairfax
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-06-12