Daniel Ehrlich

Top Wealth · rank 220 · New York, New York · listed firm: Morgan Stanley Wealth Management

Identity & firm

Firm — Morgan Stanley Private Wealth Management (high)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY 399 Park Avenue 12th Floor New York, NY 10022 CRD# 149777 Registered with this firm since: 03/31/2016” — sec_finra_regulatory
- “Pacifico Group | New York, NY | Morgan Stanley Private Wealth Management” — forbes_shook
Parent company — Morgan Stanley (high)
- “Firm Name: MORGAN STANLEY Main Office Address: 2000 WESTCHESTER AVENUE PURCHASE, NY 10577-2530 Firm CRD#: 149777” — sec_finra_regulatory
Firm type — wirehouse (high)
- “This individual is currently registered with 4 SROs and is licensed in 33 U.S. states and territories through his or her employer.” — sec_finra_regulatory
- “B FINRA General Securities Representative Approved 03/31/2016” — sec_finra_regulatory
Team name — Pacifico Group (high)
- “Pacifico Group | New York, NY | Morgan Stanley Private Wealth Management” — forbes_shook
Team size — gap: not_found_after_search
CRD — 5949458 (high)
- “DANIEL EHRLICH CRD# 5949458” — sec_finra_regulatory
Years experience — 14 (medium)
- “B CREDIT SUISSE SECURITIES (USA) LLC CRD# 816 NEW YORK, NY 08/2012 - 04/2016” — sec_finra_regulatory
Designations — gap: not_found_after_search

Team AUM ($M) — 2800 (high)
- “"Team Assets (Custodied)":"$2.8B"” — forbes_shook
Account minimum ($M) — 5 (high)
- “Minimum Account Size: $5 million for new business” — forbes_shook
Typical client net worth ($M) — 25 (high)
- “"Typical Net Worth of Relationships":"$25-100M"” — forbes_shook
Client niche — cross-border Latin American founders, entrepreneurs, executives and multigenerational families (medium)
- “Daniel Ehrlich serves as founding partner of the Pacifico Group, advising "founders, entrepreneurs, executives, and multigenerational families across more than 40 countries."” — forbes_shook
Custodians — gap: not_applicable
Fee model — gap: not_public

Website url — https://advisor.morganstanley.com/pacifico-group (high)
- “Pacifico Group | New York, NY | Morgan Stanley Private Wealth Management” — firm_official
Value proposition (verbatim) — gap: not_found_after_search
Differentiators — gap: not_found_after_search
Content marketing — gap: not_found_after_search
Has podcast — gap: not_found_after_search
Books published — gap: not_found_after_search
Linkedin url — https://www.linkedin.com/in/daniel-ehrlich-4387b324/ (medium)
- “Daniel Ehrlich - Morgan Stanley | LinkedIn” — social_or_third_party_db
Social presence — linkedin_active (low)
- “Morgan Stanley Private Wealth Management | Daniel Ehrlich” — social_or_third_party_db
Press awards — Forbes Best-In-State Wealth Management Teams (2025), #70 New York Private Wealth, Morgan Stanley Chairman's Club (low)
- “The Pacifico Group is headquartered in New York and ranked #70 on Forbes Best-In-State Wealth Management Teams (2025) in New York for Private Wealth.” — forbes_shook
- “Designations: Managing Director at Morgan Stanley; Member of Chairman's Club” — forbes_shook