Danica Ann H Cabonce

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

• 04/2014 → 06/2017
  Wells Fargo Bank Na
  Fremont, CA
• 06/2017 → 07/2021
  Wells Fargo Clearing Services Llc
  Fremont, CA
• 08/2024 → 02/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Virginia Beach, VA
• 05/2022 → 05/2024
  Liberty University
  Lynchburg, VA
• 07/2021 → 05/2022
  Liberty University
  Lynchburg, VA
• 11/2024 → 02/2026
  Bank Of America, N.A.
  Virginia Beach, VA
• 02/2026 → Present
  Morgan Stanley
  Virginia Beach, VA

Previous Registrations

• 2024-10-11 → 2026-02-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Virginia Beach, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Virginia Beach, VA
  New York, NY
  Virginia Beach, VA
  Virginia Beach, VA
• 2019-06-05 → 2021-08-05
  Wells Fargo Clearing Services, Llc
  Fremont, CA
  Walnut Creek, CA
  Chesapeake, VA
  Norfolk, VA
  Virginia Beach, VA

Exams

• S66 Uniform Combined State Law Examination
  2024-10-09
• S65 Uniform Investment Adviser Law Examination
  2019-06-05
• S63 Uniform Securities Agent State Law Examination
  2017-09-08

Other Names

• Danica Ann Villanueva Hernandez
• Danica Ann Cabonce
• Danica Ann Hernandez Cabonce
• Danica Ann Hernandez
• Danica A Cabonce