Daniel Sanchez (CRD# 7130951) is an Investment Advisor Representative working at Morgan Stanley in Burlingame, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Burlingame, CA | Jul 2022 - Current | 1 |
| Extended Travel | Redwood City, CA | May 2022 - Jun 2022 | < 1 |
| Full-time Student | Los Angeles, CA | Jan 2020 - May 2022 | 2 |
| Morgan Stanley | Burlingame, CA | Jun 2019 - Dec 2019 | < 1 |
| Bloomingdale's Inc. | Palo Alto, CA | Jun 2019 - Dec 2019 | < 1 |
| Full-time Student | Orange, CA | Aug 2017 - May 2019 | 1 |
| Desilva Gates Construction | Dublin, CA | May 2018 - Aug 2018 | < 1 |
| Sacred Heart Schools, Atherton | Atherton, CA | May 2017 - Aug 2017 | < 1 |
| Full-time Student | Atherton, CA | Aug 2013 - May 2017 | 3 |
| Ymca | Redwood City, CA | Apr 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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