D.A. Davidson & Co.
47yrs
Top advisor by experience in Fresno
30yrs
Daniel Conniff has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Fresno, California. After four years at Citigroup Global Markets and seven years at Morgan Stanley DW, Daniel joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 446 advisors with offices in Fresno, and one of 411 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 17% by experience nationwide
Office5250 North Palm Avenue Suite 321, Fresno, CA 93704
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 ?2 states
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
- 2009 – nowMorgan StanleyCurrent firm
- 2005 – 2009Citigroup Global Markets Inc.Previously
- 1998 – 2005Morgan Stanley DW Inc.Previously
Contact Daniel
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Daniel. 5250 North Palm Avenue Suite 321Fresno, CA 93704Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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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
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About Daniel
How do I contact Daniel?
Call Morgan Stanley at (914) 225-5510 and ask for Daniel Conniff. Daniel works from the Fresno, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1997, about 30 years. Top 17% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65. 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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