Daniel
Wiseman

Morgan Stanley

CRD#5036551
Investment Advisor
in New York, NY
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About this Advisor

Daniel Wiseman is a chartered financial consultant who works out of New York, New York, who has been in the financial industry for 13 years. Wiseman works at Morgan Stanley. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Chase Investment Services Corp, Wiseman In 2010, J.P. Morgan Securities LLC, Self Publishing A Book, Wiseman View, Morgan Stanley Private Bank, N.A and Morgan Stanley. Wiseman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Morgan Stanley is a registered investment company based out of New York, New York. The company has offices in 702 locations and a total of 26,000 advisors. It controls $735 billion in assets under management between its 1,724,668 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 283 charitable organizations. 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 charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

13 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

1290 Avenue Of The Americas
New York, NY 10104

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

NY Average: $1,917,921

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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
  • Other

Daniel Wiseman Work History

Daniel has 13 years of experience.

2016 - Present (3 years)

Morgan Stanley Private Bank, N.A

2016 - Present (3 years)

Morgan Stanley

2015 - 2016 (1 years)

Wiseman View

2013 - 2016 (3 years)

Self Publishing A Book

2012 - 2016 (4 years)

J.P. Morgan Securities LLC

2011 - 2012 (1 years)

Chase Investment Services Corp

2010 - 2010 (0 years)

Wiseman In 2010

2005 - 2011 (6 years)

Northwestern Mutual Life Insurance Company

2005 - 2011 (6 years)

Northwestern Mutual Investment Services, LLC

2005 - 2011 (6 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Daniel Wiseman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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