Danielle Dimitriou, financial advisor Purchase NY
90 score

Danielle Dimitriou

CRD Number: 5920277
Current Firm: Morgan Stanley

Danielle Dimitriou (CRD# 5920277) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Purchase, NY Apr 2016 - Current < 1
Morgan Stanley Smith Barney LLC Purchase, NY Jan 2013 - Apr 2016 3
Morgan Stanley Smith Barney LLC Purchase, NY May 2011 - Jan 2013 1
Linkshare - A Rakuten Company New York, NY Jun 2008 - May 2011 2
New York University New York, NY Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Danielle M. Dimitriou
Phone Number: 914-225-5510
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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