Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
27yrs
Daniel Marks
Financial advisor at Morgan Stanley
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office800 Newport Center Drive Suite 500, Newport Beach, CA 92660
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2019 – nowMorgan StanleyCurrent firm
- 2009 – 2019UBS Financial Services Inc.Previously
- 2004 – 2009Citigroup Global Markets Inc.Previously
- 2000 – 2004Morgan Stanley DW Inc.Previously
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 Marks. Daniel works from the Newport Beach, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1999, about 27 years. Top 23% 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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