Daniel J Harris

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

• 05/2017 → 10/2021
  The Ayco Company Lp
  New York, NY
• 10/2013 → 04/2017
  Kpmg
  New York, NY
• 11/2021 → Present
  Morgan Stanley
  New York, NY
• 03/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-07-20 → 2021-11-18
  Goldman Sachs Wealth Services, L.P.
  New York, NY

Other Businesses

*678049- Transcontinental Steel; Investment related: No; Piscataway, New Jersey; Manufacturing; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03-2026; During business hours: 0; After business hours: 10; Other, Will be responsible for reviewing financials and provide oversight to ensure long term viability of the company. This would include review of revenue/expenses against projections, manufacturing profitability and margins, cash flow, etc

Exams

• S66 Uniform Combined State Law Examination
  2017-09-15

Other Names

• Daniel Jay Harris
• Daniel Harris