Dante
Gudino

Morgan Stanley

CRD#6381162
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Dante Gudino is a financial advisor operating out of Beverly Hills, California who has 3 years of relevant experience. Gudino is on the advisory team at Morgan Stanley. Their career trajectory has included roles at Massmutual Life Insurance Company, Mml Investors Services LLC, University Of California, Merrill Lynch, Pierce, Fenner & Smith Inc, University Of California Santa Barbara, Bank Of America, N.A, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Gudino holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Morgan Stanley is a financial advisory company operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It administers $1 trillion in assets between its 2,233,188 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Morgan Stanley performs a wide array of services, such as 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. A financial advisor's fee schedules largely are based on which service is provided. Fees billed by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Office Location

9665 Wilshire Boulevard Suite 600
Beverly Hills, CA 90212

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

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

Dante Gudino Work History

Dante has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Morgan Stanley Smith Barney LLC

2020 - Present (4 years)

Morgan Stanley Private Bank, N.A

2016 - 2020 (4 years)

Bank Of America, N.A

2015 - 2020 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Mml Investors Services LLC

2013 - 2015 (2 years)

Massmutual Life Insurance Company

2010 - 2013 (3 years)

University Of California

2009 - 2013 (4 years)

University Of California Santa Barbara

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dante Gudino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Seth Hart
New York, NY
Dori Stegmann
Saint Louis, MO
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Johnny Williams
Columbia, SC
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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