Morgan Stanley
47yrs
Top advisor by experience in Westport
16yrs
Daniel Pratt is a financial advisor in Westport, Connecticut, with 16 years in the industry. Daniel joined IHS Herold in 2016. Daniel holds the CFA designation.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 67% of advisors at IHS Herold
Office55 Post Road, West 2nd Floor, Westport, CT 06880
FirmIHS Herold
How the firm is paid ?Flat fee, Other
Advisors at the firm9
States licensed ?1 state
Services through IHS Herold
Newsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowIHS Herold Inc.Current firm
- 2012 – 2015IHS Herold Inc.Previously
Contact Daniel
(203) 847-3344IHS Herold main office 55 Post Road, West 2nd FloorWestport, CT 06880Office · Get directions Firm websitewww.herold.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 IHS Herold at (203) 847-3344 and ask for Daniel Pratt. Daniel works from the Westport, CT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 16 years. More experience than 67% of advisors at IHS Herold.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
IHS Herold reports being paid by flat or fixed fees, 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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