Daniel
Lasker

Morgan Stanley

CRD#5890225
Investment Advisor
in Long Beach, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66

Years of Experience

11 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

6700 E. Pacific Coast Hwy Suite 110
Long Beach, CA 90803

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

CA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Lasker Work History

Daniel has 11 years of experience.

2015 - Present (5 years)

Morgan Stanley Private Bank, National Association

2011 - Present (9 years)

Morgan Stanley

2010 - 2011 (1 year)

The Prometheus Institute

2009 - 2010 (1 year)

Colgate University

Disclosures

Daniel Lasker has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Christopher Felton
Pasadena, CA
Evan Silverman
Mount Laurel, NJ
Anna Thackston
Mc Lean, VA
Astrid Nino
Miami, FL
Macy Bowen
Atlanta, GA
Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started