Daniel S Brennan
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Morgan StanleyOct 2022 to now
- E*trade Capital Management LLCSep 2021 to Sep 2023
- E*trade Securities LLCSep 2021 to Sep 2023
- Hitbridge, LLCMar 2021 to Aug 2021
- Charles Schwab & Co., Inc.Dec 2018 to Mar 2021
- Charles Schwab BankDec 2018 to Mar 2021
- Hitbridge, LLCMay 2018 to Nov 2018
- Bank of America, N.A.Mar 2017 to May 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2017 to Apr 2017
- Northern Arizona UniversityMar 2016 to Mar 2017
- Charles Schwab & Co., Inc.Jan 2015 to Mar 2017
- Charles Schwab BankJan 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6135602
- Firm CRD
- 149777