Daniel
Swiderski

Morgan Stanley

CRD#5788997
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Daniel Swiderski is a financial advisor operating out of Pittsburgh, Pennsylvania with 10 years of relevant experience. Swiderski works at Morgan Stanley. Their career trajectory has included roles at Morgan Stanley, Duquesne University and Morgan Stanley Private Bank, National Association. Swiderski has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania and Texas. Morgan Stanley is a business operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It administers $1 trillion in assets between its 2,233,188 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth clients who have at least $1 million in investable assets. Morgan Stanley provides 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 are based on which services are offered. However, fee types charged by Morgan Stanley can include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

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

Office Location

One Ppg Place Suite1300
Pittsburgh, PA 15222

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

PA Average: 88
Total Number of Accounts

2,233,188

PA Average: 3,892
Average Account Size

$530,659

PA 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

Daniel Swiderski Work History

Daniel has been registered as a financial advisor for 10 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2011 - Present (13 years)

Morgan Stanley

2003 - 2013 (10 years)

Duquesne University

*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 Daniel Swiderski 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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Seth Hart
New York, NY
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Johnny Williams
Columbia, SC
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

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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