Advisors/Dann Spear Sokol

HISTORICAL DIRECTORY RECORD

Dann Spear Sokol

Director - Portfolio Management, Financial Advisor, First Vice President, Portfolio Manager, Senior Portfolio Manager

Rancho Sante Fe, California

This record comes from a historical workbook with no reliable per-record snapshot date. Imported September 16, 2026. Current affiliation, licensing, and business contacts must be confirmed directly.

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Professional source2 linked sources

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Public identifierCRD 706235

Business contactEmail & phone published

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Published profile

The supplied broker directory lists Dann Spear Sokol with Morgan Stanley in Rancho Sante Fe, California. The recorded professional role is director - portfolio management, financial advisor, first vice president, portfolio manager, senior portfolio manager. Confirm current affiliation and services directly before making contact.

AdvisorPortfolio Manager

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Professional details

Published practice focus: Portfolio management
Credentials in source: Not listed in this record
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CRD number: 706235

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dann.sokol@morganstanley.com 858-613-8194 Official website LinkedIn

Business contact details from the supplied historical directory. Snapshot date not provided; workbook created in 2023. Current details have not been independently verified.

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Dann Spear Sokol

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