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About this Advisor
Daniel Tedesco is a certified financial planner in New York, New York. Currently a registered advisor at Morgan Stanley, Tedesco has 19 years of work experience in the financial advisory industry. Tedesco has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Tedesco is registered to act as a financial advisor based out of New Jersey and Texas. Their career trajectory has included roles at Ubs Financial Services Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Morgan Stanley is located in New York, New York, and has 702 offices across the United States. As a registered investment firm, Morgan Stanley oversees $735 billion in assets across 1,724,668 client accounts and employs more than 26,000 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Morgan Stanley offers 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 Tedesco Work History
Daniel has 19 years of experience.
Morgan Stanley Private Bank, National Association
Ubs Financial Services Inc
Daniel Tedesco has disclosures.
Please visit their SEC profile for more details.