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Daniel M
Series 63, Series 66
Englewood, CO
Morgan Stanley
Daniel Marks is a financial advisor with Morgan Stanley in Englewood, Colorado, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Daniel has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning and a structured discovery process supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and corporate financial planning agreements.
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