Daniel J Costello
Investment adviser representative at Morgan Stanley
19 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
19 years in the industry.
- Morgan StanleyJun 2025 to now
- Silver Spring Country ClubMar 2022 to Jun 2025
- UnemploymentMar 2020 to Mar 2022
- Wolf and CompanySep 2019 to Mar 2020
- Hartree Partners LLCOct 2018 to Jun 2019
- Hudson Country Montessori SchoolSep 2014 to Oct 2018
- Ymca of Western CtJun 2007 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8107251
- Firm CRD
- 149777