Daniel Joseph Abrahamsohn
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyJun 2023 to now
- Ameriprise Financial Services, LLCMay 2022 to Jun 2023
- Wells Fargo Clearing Services, LLCJun 2019 to Apr 2022
- Wells Fargo Bank, NAMay 2019 to Apr 2022
- Bank of America, N.ADec 2018 to Feb 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Feb 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2018
- Wells Fargo Advisors, LLC.Mar 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6627314
- Firm CRD
- 149777