Mark H Daaleman
Investment adviser representative at Morgan Stanley
8 yearsExperience
3 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
8 years in the industry.
- Morgan StanleyDec 2021 to now
- Equitable Advisors, LLCAug 2021 to Nov 2021
- UnemployedMay 2021 to Jul 2021
- EnterpriseAug 2020 to Aug 2020
- CitibankJun 2020 to Jun 2020
- Famous Dave'sJun 2019 to Aug 2019
- Jersey Mike'sJun 2018 to Aug 2018
- Wilson Recreation DepartmentJun 2018 to Aug 2018
- Florida State UniversityJun 2017 to Apr 2021
- Westfield High SchoolJul 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7421231
- Firm CRD
- 149777