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Daniel Pava

Investment adviser representative at Morgan Stanley
13 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

13 years in the industry.

  1. Morgan Stanley Private Bank, N.AAug 2024 to now
  2. Morgan StanleySep 2022 to now
  3. U.S ArmyFeb 2018 to now
  4. Associate StaffingJul 2022 to Sep 2022
  5. Gap In EmploymentDec 2021 to Jul 2022
  6. University of South FloridaAug 2021 to Dec 2021
  7. Gap In EmploymentMay 2021 to Aug 2021
  8. University of South FloridaDec 2020 to May 2021
  9. Blackhawk Realty ManagementJun 2020 to Dec 2020
  10. Chick-fil-aJan 2020 to Jun 2020
  11. UberJun 2017 to Jan 2018
  12. University of South FloridaAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7585519
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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