Daniel Alexander Montes is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2022-12-21 | present | Yes |
| LPL FINANCIAL LLC | 2021-06-23 | 2022-12-12 | — |
| UBS FINANCIAL SERVICES INC. | 2019-12-02 | 2021-06-16 | — |