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About this Advisor
Daniel Lasker is an advisor in Long Beach, California. Currently an investment advisor with Morgan Stanley, Lasker has 10 years of work experience. Lasker holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Lasker is registered to advise clients in California and Texas. Throughout their career, Lasker has worked at Morgan Stanley, The Prometheus Institute, Colgate University and Morgan Stanley Private Bank, National Association. Morgan Stanley is located in Long Beach, California, and operates out of 702 other locations across the nation. In aggregate, Morgan Stanley manages $729 billion in assets covering 1,815,592 accounts and employs more than 26,000 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 1,188,715 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 1,815,592 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Morgan Stanley can offer 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. The firm's fees may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Daniel Lasker Work History
Daniel has 11 years of experience.
Morgan Stanley Private Bank, National Association
The Prometheus Institute
Daniel Lasker has no disclosures.
Please visit their SEC profile for more details.
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