J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
24yrs
Daniel Plotinsky has worked in the financial industry for 24 years and is a fiduciary financial advisor based in San Francisco, California. After less than a year at Morgan Stanley & Co. and a year at Banc of America Investment Services, 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 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 72% of advisors in San Francisco
Office555 California Street PWM, San Francisco, CA 94104
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.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- Feb 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- Apr 2008 – Feb 2009Banc of America Investment Services, Inc.Previously
- Sep 2004 – May 2005Wells Fargo Investments, LLCPreviously
- 2002 – 2004MerrillPreviously
Contact Daniel
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Daniel. 555 California Street PWMSan Francisco, CA 94104Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
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 Plotinsky. Daniel works from the San Francisco, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2002, about 24 years. More experience than 72% of advisors in San Francisco.
What licenses does Daniel hold?
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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