Daniel LattaruloCRD Number: 6187703
Current Firm: Morgan Stanley
Daniel Lattarulo (CRD# 6187703) is an Investment Advisor Representative working at Morgan Stanley in Virginia Beach, VA and has over 4 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Morgan Stanley||Virginia Beach, VA||Jul 2017 - Current||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jul 2017 - Current||< 1|
|Tull Financial Group Inc.||Chesapeake, VA||Apr 2016 - May 2017||1|
|Ubs Financial Services Inc.||Norfold, VA||Sep 2014 - Apr 2016||1|
|Lattarulo Financial Management||Portsmouth, VA||Jun 2012 - Sep 2014||2|
|Investors Capital Corp||Lynnfield, MA||Apr 2013 - Aug 2014||1|
|Abnb Federal Credit Union||Chesapeake, VA||Jan 2012 - Jun 2012||< 1|
|Unemployed||Chesapeak, VA||Oct 2011 - Jan 2012||< 1|
|Navy Federal Credit Union||Virginia Beach, VA||Apr 2011 - Oct 2011||< 1|
|Charthway Fcu||Virginia Beach, VA||Oct 2010 - Apr 2011||< 1|
|Stephens Financial Partners||Virginia Beach, VA||May 2008 - Oct 2010||2|
|Full Time Student||Chesapeake, VA||Jun 2003 - May 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- 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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