Danielle WallsCRD Number: 7433612
Current Firm: Morgan Stanley
Danielle Walls (CRD# 7433612) is an Investment Advisor Representative working at Morgan Stanley in Sarasota, FL and has 1 year of experience in the finance industry.
Sage Wealth Consulting, LLC
Advice And Planning Services
|Morgan Stanley Private Bank, N.a.||New York, NY||Mar 2022 - Current||< 1|
|Morgan Stanley Smith Barney LLC||Sarasota, FL||Jan 2022 - Current||< 1|
|The Ritz-carlton, Sarasota||Sarasota, FL||May 2014 - Current||8|
|Morgan Stanley Smith Barney LLC||Sarasota, FL||Sep 2021 - Jan 2022||< 1|
|Laplaya Beach & Golf Resort||Naples, FL||Nov 2010 - Apr 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- 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 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
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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