Daun
Sidor

Morgan Stanley

CRD#2618627
Investment Advisor
in Indianapolis, IN

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About this Advisor

Daun Sidor is a financial advisor operating in Indianapolis, Indiana. Sidor currently works for Morgan Stanley. They have been employed by Morgan Stanley for the entirety of their career. Sidor maintains a Series 63 license, certifying them as a securities representative, and is approved to work in Texas. Morgan Stanley is a registered investment firm operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It oversees $1 trillion in assets under management between its 2,233,188 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in investable assets. The company provides 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 largely are based on the services. However, fee types charged by Morgan Stanley can include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

less than 1 year

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

111 Monument Circle Suite 3100
Indianapolis, IN 46204

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

IN Average: 88
Total Number of Accounts

2,233,188

IN Average: 3,892
Average Account Size

$530,659

IN 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

Daun Sidor Work History

Daun has been registered as a financial advisor for 0 years.*

2012 - Present (12 years)

Morgan Stanley

*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 Daun Sidor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Beth Prospero
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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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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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