Danny
Wilkinson
Morgan Stanley
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About this Advisor
Danny Wilkinson is a financial advisor operating out of Charleston, West Virginia who has 4 years of industry experience. Wilkinson is on the advisory team at Morgan Stanley. During their career, Wilkinson has held roles at Morgan Stanley Private Bank, N.A, Unified Trust Company, Pnc Capital Advisors, LLC, Pnc Funds Distributor, LLC, Bb&T Retirement & Institutional Services and Morgan Stanley. Wilkinson maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in West Virginia. Morgan Stanley is a financial advisory company that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in assets under management across its 2,233,188 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company has 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 the services provided. However, fees billed by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Danny Wilkinson Work History
Danny has been registered as a financial advisor for 4 years.*
Morgan Stanley Private Bank, N.A
Morgan Stanley
Unified Trust Company
Pnc Funds Distributor, LLC
Pnc Capital Advisors, LLC
Bb&T Retirement & Institutional Services
*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 Danny Wilkinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Billings, MT
New Haven, CT
Baltimore, MD
New York, NY
Walnut Creek, CA
Jersey City, NJ
Pueblo, CO
New York, NY
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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