Daniel K. Whitaker
Professional summary
Daniel K Whitaker, who also goes by Daniel Whitaker, is a registered financial advisor currently at MOFFETTNATHANSON located in New York, New York.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Daniel has worked at 3 firms and has passed the Series 66, Series 87, Series 86, SIE, Series 7, Series 10, Series 9 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel K Whitaker's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 16, 2023 - Present
MOFFETTNATHANSON
Office #1: 1325 Avenue Of The Americas 29th Floor, New York, NY, 10019July 11, 2022 - October 6, 2023
LEERINK PARTNERS LLC
January 26, 2016 - August 6, 2020
MORGAN STANLEY
June 29, 2015 - August 6, 2020
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/16/2023)
Exams
Current Firm
MOFFETTNATHANSON
CRD#: 327787 / SEC#:
Contact information
Red Flags
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