Breakaway
Dana Cornell
Morgan Stanley → Uniting Wealth Partners
What changed
Joined Uniting Wealth Partners after 13 years at Morgan Stanley, where he managed approximately $1 billion in client assets.
- Reported / discovered
- Oct 2, 2026
- Effective
- Not reported
- New role
- Adviser
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- $1B
- Reported team size
- 2 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
IREI ↗Oct 2, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 7, 2026Source evidence reconciled
Oct 3, 2026Source evidence reconciled
Oct 2, 2026Source evidence reconciled