Daniela Alejanda Morales
Professional Summary
Daniela Alejanda Morales, who also goes by Daniela Morales Henao, Daniela Alejandra Morales, Daniela Morales, is a registered financial advisor currently at BLACKSTONE SECURITIES PARTNERS L.P. located in Miami, Florida. Daniela is registered as a RR (Registered Representative) and started their career in finance in 2020. Daniela has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniela Morales Henao, Daniela Alejandra Morales, Daniela Morales
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
BLACKSTONE ADVISORY PARTNERS L.P. | THE BLACKSTONE GROUP L.P. | THE BLACKSTONE GROUP | BLACKSTONE SECURITIES PARTNERS L.P. | BLACKSTONE CAPITAL MARKETS | BLACKSTONE ADVISORY SERVICES L.P.
Contact Information
Main Address
345 Park Avenue, New York, NY 10154-0191Mailing Address
601 Lexington Avenue 28th Floor, New York, NY 10022Phone Number
(212) 583-5000Established
Delaware since 09/27/1988Firm Type
PartnershipFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BLACKSTONE GROUP HOLDINGS L.P. | LIMITED PARTNER | — |
| BALLAS, ZACHARY | DESIGNATED PRINCIPAL | 6563232 |
| BLACKSTONE ADVISORY SERVICES L.L.C. | GENERAL PARTNER | — |
| DEROSE, ANTHONY | CHIEF COMPLIANCE OFFICER | 5553578 |
| PAYNE, DAVID BRYAN | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, FINOP | 4984877 |
| SCHWARZMAN, STEPHEN ALLEN | CHAIRMAN & CEO | 861435 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniela Alejanda Morales's CRS (Customer Relationship Summary).
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