Daniel Dae young Chung
Investment adviser representative at Morgan Stanley
12 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
12 years in the industry.
- Morgan StanleyOct 2025 to now
- UnemployedMar 2024 to Oct 2025
- TIAANov 2023 to Mar 2024
- TIAA-CREF Individual & Institutional Services, LLCNov 2023 to Mar 2024
- UnemployedOct 2022 to Nov 2023
- Robinhood Financial, LLCMay 2021 to Aug 2022
- UnemployedJan 2021 to May 2021
- Empower RetirementJan 2020 to Jan 2021
- Gwfs Equities, Inc.Jan 2020 to Jan 2021
- Wells FargoMar 2019 to Jan 2020
- UnemployedDec 2017 to Feb 2019
- King SoopersOct 2017 to Dec 2017
- UnemployedJan 2017 to Oct 2017
- ScottradeOct 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 6415644
- Firm CRD
- 149777