Geneos Wealth Management
38yrs
Top advisor by experience in Oneonta
2yrs
Danielle Yeager
Financial advisor at Morgan Stanley
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office493 Chestnut Street, Oneonta, NY 13820
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 Combined State Law Examination
Career
- Apr 2025 – nowMorgan StanleyCurrent firm
Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Danielle
How do I contact Danielle?
Call Morgan Stanley at 914-225-5510 and ask for Danielle Yeager. Danielle works from the Oneonta, NY office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle 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 Danielle 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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