Daniel
Antoniou

Morgan Stanley

CRD#4647822
Investment Advisor
in Boston, MA
Are you Daniel Antoniou? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Antoniou is a certified financial planner who works in Boston, Massachusetts, who has been in the advisory business for 10 years. Antoniou is an advisor for Morgan Stanley. Over the course of their career, they have held roles at Superior Builders, Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Antoniou maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut and Texas. Morgan Stanley is a financial advisory business headquartered in Boston, Massachusetts. The investment advisory business has offices in 702 locations and a total of 26,000 people on staff. It controls $735 billion in total assets across its 1,724,668 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 283 charities and foundations. Morgan Stanley performs a number 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. Fees for financial management largely depend on which services are provided. Fee types charged by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

28 State Street
Boston, MA 02109

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

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

26,000

MA Average: 88
Total Number of Accounts

1,815,592

MA Average: 3,892
Average Account Size

$401,659

MA 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 Antoniou Work History

Daniel has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2008 - Present (11 years)

Superior Builders

2008 - 2009 (1 year)

Citigroup Global Markets Inc

Disclosures

Daniel Antoniou has no disclosures.

Please visit their SEC profile for more details.

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