Daniel NaertCRD Number: 874315
Current Firm: Morgan Stanley
Daniel Naert (CRD# 874315) is an Investment Advisor Representative working at Morgan Stanley in Clayton, MO and has over 38 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley Smith Barney||St. Louis, MO||Jun 2009 - Current||8|
|Morgan Stanley & Company, Inc.||Clayton, MO||Feb 2008 - Current||10|
|Citigroup Global Markets Inc.||Clayton, MO||Jul 1993 - Feb 2008||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1979|
|S65||NASAA Investment Advisors Law Examination||Sep 1992|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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