Daniel Kratish - Morgan Stanley Financial Advisor - Santa Fe, NM
Morgan Stanley
Daniel Kratish, CFP
First Vice President, Wealth Management
Financial Advisor
150 Washington Ave
Suite 301
Santa Fe, NM 87501
tel: (505) 988-7708
toll-free: (800) 767-3129 
fax: (505) 988-7777

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • Rotary Club of Santa Fe
Services
  • Wealth Management
  • Cash Management
  • Precious Metals
  • Financial Planning
  • Fixed Income
  • Qualified Plans
  • Certificates of Deposit
  • Retirement Planning
  • Municipal Bonds
  • Asset Management
Education and Licensing
  • University of Florida, BS Business Administration, Major Economics, 1975
  • Certified Financial Planner, 1988
Business Experience
  • 1995 - Present: Financial Advisor, Morgan Stanley
  • 1987 - 1995: Financial Advisor, Smith Barney
  • 1978 - 1987: Financial Advisor, Dean Witter
  • 1975 - 1978: Financial Advisor, Bache & Co.

Bulletin Board
  • You can access your investment accounts by clicking on Log In To your portfolio.

  • See January On the Markets from the Global Investment Committee featuring

    “Staying One Step Ahead”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., expects 2019 to be a better year for investors than 2018, both in terms of absolute returns and the breadth of those returns. Then again, 2018 is not a hard act to follow.

    “Beyond the Scalpel”  Scott Helfstein, a senior market strategist, outlines the emerging medical technologies that are likely to become important for investors. They include genomics, artificial body parts, and data and analytics. 

    “Are Your Managers Giving You Excess Value?”  Applying a cost-benefit analysis may help enhance how we select investment managers. Our “Value Score” methodology considers the value propositions of active investment strategies relative to their costs. 

    • Plus, look for more on equities and fixed income, as well as a Q&A with Rajiv Jain of GQG Partners about the long-term outlook for emerging market equities.

  • Do questions like these impact your retirement picture: Do I have enough to cover my needs, my dreams and the unexpected? How do today's choices affect others I care about tomorrow? Is there life after work? To learn more about developing a strategy to help you achieve the retirement you envision, call or email.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Daniel Kratish holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, NC, NJ, NM, NV, NY, OH, PA, TN, TX, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1395643

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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