Mark Daaleman, financial advisor Purchase NY

Mark Daaleman

CRD Number: 7421231
Current Firm: Morgan Stanley

Mark Daaleman (CRD# 7421231) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley New York, NY Dec 2021 - Current < 1
Equitable Advisors, LLC New York, NY Aug 2021 - Nov 2021 < 1
Unemployed Westfield, NJ May 2021 - Jul 2021 < 1
Florida State University Tallahassee, FL Jun 2017 - Apr 2021 3
Enterprise Westfield, NJ Aug 2020 - Aug 2020 < 1
Citibank Westfield, NJ Jun 2020 - Jun 2020 < 1
Famous Dave's Mountainside, NJ Jun 2019 - Aug 2019 < 1
Jersey Mike's Westfield, NJ Jun 2018 - Aug 2018 < 1
Wilson Recreation Department Westfield, NJ Jun 2018 - Aug 2018 < 1
Westfield High School Westfield, NJ Jul 2013 - Jun 2017 3
Roosevelt Elementary School Westfield, NJ Sep 2010 - Jun 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Mark H. Daaleman
Phone Number: 914-225-5510
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,311,935
    MILLIONS
  • Total Number of Accounts
    2,129,899
    ACCOUNTS
  • Average Account Value
    $615,961
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 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
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, WY

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