Danielle G Valente

Glens Falls, NY

CRD 6730527

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-27
TX	RA	APPROVED	2020-04-23
CT	RA	APPROVED	2019-11-04

NY RA
APPROVED

Since 2021-04-27
TX RA
APPROVED

Since 2020-04-23
CT RA
APPROVED

Since 2019-11-04

Branch Locations

86 Glen Street 3Rd Floor, Glens Falls, NY 12801 • 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

Organization	City	State	From	To
Morgan Stanley	Glens Falls	NY	10/2017	Present
State University Of New York At Oswego	Oswego	NY	08/2014	10/2017
Morgan Stanley Private Bank, N.A	New York	NY	12/2024	Present

10/2017 → Present

Morgan Stanley

Glens Falls, NY
08/2014 → 10/2017

State University Of New York At Oswego

Oswego, NY
12/2024 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-04

S66 Uniform Combined State Law Examination

2019-11-04

Other Names

Danielle Redington Grasmeder

View on SEC IAPD

Nearby Firms

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UBS FINANCIAL SERVICES INC.

Nearby Investors

KIMBERLY MARIE SCHEFFLER

Nearby Offices

EDWARD JONES · GLENS FALLS, NY

EDWARD JONES · GLENS FALLS, NY

LPL FINANCIAL LLC · GLENS FALLS, NY

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