Daniel
Levy

Morgan Stanley

CRD#6178084
Investment Advisor
in Tempe, AZ

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About this Advisor

Daniel Levy is a financial advisor operating in Tempe, Arizona, who has been in the advisory business for 10 years. Levy works at Morgan Stanley. Levy has gained experience at The Vanguard Group, Inc, American Family Insurance, Solium Financial Services LLC and Morgan Stanley. Levy has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Arizona. Morgan Stanley is a financial advisory business operating out of Tempe, Arizona. It has offices in 732 locations and a total of 26,500 financial advisors. It manages $1 trillion in assets across its 2,129,899 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 6,380 charities and foundations. Of its 2,129,899 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

58 South River Drive Suite 401
Tempe, AZ 85281

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

AZ Average: $7,464,549,021
Total Number of Employees

26,500

AZ Average: 88
Total Number of Accounts

2,129,899

AZ Average: 3,892
Average Account Size

$615,961

AZ Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Daniel Levy Work History

Daniel has 10 years of experience.

2020 - Present (2 years)

Morgan Stanley

2020 - 2020 (< 1 year)

Solium Financial Services LLC

2013 - 2020 (7 years)

The Vanguard Group, Inc

2012 - 2013 (1 year)

American Family Insurance

Disclosures

Daniel Levy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Rasa Petrauskaite
Menlo Park, CA
Daniel Levy
Tempe, AZ
William Marsh
Tampa, FL
Thomas Carey
New York, NY
Lane Gehle
Wayzata, MN
Desiree Wodicker
Walnut Creek, CA
Gina Barcello-Reed
Toms River, NJ
Heather Kono
Cleveland, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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