Adviser and broker representative · Morgan Stanley
Daniel P. Crady
CRD 2856763 · Palm Beach Gardens, FL
At a glance
Daniel P. Crady is an investment adviser representative with Morgan Stanley in Palm Beach Gardens, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2007, about 19 years ago. Daniel is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Morgan StanleySince December 2012Palm Beach Gardens, FL · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.