Daniel M Garelick
Investment adviser representative at Morgan Stanley
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Morgan StanleyAug 2021 to now
- UnemployedJan 2021 to Jul 2021
- Collegiate ProductionsMay 2020 to Sep 2020
- Israel Unlimited ToursMay 2019 to Aug 2019
- Penn State Campus DiningJan 2018 to Oct 2018
- Full-time EducationAug 2017 to Dec 2020
- White Plains Rec DepartmentMay 2017 to Aug 2017
- Full-time EducationSep 2009 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7412950
- Firm CRD
- 149777