Morgan Stanley
47yrs
Top advisor by experience in New York
11yrs
Based in New York, New York, Daniel Whitaker is a fiduciary financial advisor with 11 years of industry experience. Daniel joined Moffettnathanson in 2023, after five years at Morgan Stanley. The firm is paid through subscription fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office1325 Avenue Of The Americas, 29th Floor, New York, NY 10019
FirmMoffettnathanson
How the firm is paid ?Subscription, Other
Advisors at the firm2
States licensed ?1 state
Services through Moffettnathanson
Other 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
- 2023 – nowMoffettnathansonCurrent firm
- 2016 – 2020Morgan StanleyPreviously
Contact Daniel
(212) 519-0020Moffettnathanson main office 1325 Avenue Of The Americas, 29th FloorNew York, NY 10019Office · Get directions X (Twitter) pageMoffettnathanson
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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 Moffettnathanson at (212) 519-0020 and ask for Daniel Whitaker. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 11 years. 11 years in the industry.
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?
Moffettnathanson reports being paid by subscription 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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