J.p. Morgan Securities
46yrs
Top advisor by experience in Santa Monica
29yrs
Daniel Kay
Financial advisor at Morgan Stanley
Daniel Kay has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Santa Monica, California. After six years at Merrill Lynch, Pierce, Fenner & Smith and seven years at Deutsche Bank Securities, Daniel joined Morgan Stanley in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 300 advisors with offices in Santa Monica, and one of 263 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience nationwide
Office100 Wilshire Boulevard Suite 1900, Santa Monica, CA 90401
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowMorgan StanleyCurrent firm
- 2017 – 2023
- 2010 – 2017Deutsche Bank Securities Inc.Previously
- 2006 – 2009Credit Suisse Securities (usa) LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Morgan Stanley at 914-225-5510 and ask for Daniel Kay. Daniel works from the Santa Monica, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1997, about 29 years. Top 17% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill Lynch, Pierce, Fenner & Smith
44yrs
Top 1% by experience in Santa Monica
Merrill Lynch, Pierce, Fenner & Smith
43yrs
Top 1% by experience in Santa Monica
Morgan Stanley
43yrs
Top 1% by experience in Santa Monica
Eddy Financial
43yrs
Top 2% by experience in Santa Monica
LPL Financial
42yrs
Top 2% by experience in Santa Monica