Capitol Securities Management
44yrs
Top advisor by experience in Anderson
22yrs
Based in Anderson, South Carolina, Daniel Bufkin is a fiduciary financial advisor with 22 years of industry experience. Daniel has been with Morgan Stanley since 2017; before that, Daniel spent eight years at Stifel, Nicolaus & Company and a year at Scott & Stringfellow. Daniel holds the CFP® designation.
One of 59 advisors with offices in Anderson, and one of 56 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 66% of advisors in South Carolina
Office3003 North Main St, Anderson, SC 29621
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowMorgan StanleyCurrent firm
- 2009 – 2017Stifel, Nicolaus & Company, IncorporatedPreviously
- Nov 2007 – Mar 2009Scott & Stringfellow, LLCPreviously
Contact Daniel
Local office(864) 222-6808Ask for Daniel. (914) 225-5510Main office · Purchase, NY 3003 North Main StAnderson, SC 29621Office · Get directions Firm websitewww.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 Daniel’s local office at (864) 222-6808 or the Morgan Stanley main office at (914) 225-5510, and ask for Daniel Bufkin.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2005, about 22 years. More experience than 66% of advisors in South Carolina.
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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