David Bushman is a registered investment advisor at Morgan Stanley, based in Latham, NY, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1212 Troy Schenectady Road, Latham, NY, 12110
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Regulatory History (3)
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Customer Dispute
October 2005Settled
Customer Dispute
May 1997Settled
Customer Dispute
April 1992Settled
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2014 - December 2015 · 1 yr 11 mos
Wells Fargo Clearing Services, LLCBroker
March 2009 - August 2017 · 8 yrs 5 mos
Citigroup Global Markets INC.Broker
April 2005 - April 2009 · 4 yrs
UBS Financial Services INC.
January 1995 - May 2005 · 10 yrs 4 mos
UBS Financial Services INC.Broker
January 1995 - May 2005 · 10 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
February 1990 - January 1995 · 4 yrs 11 mos
Cowen & CO.Broker
July 1984 - March 1990 · 5 yrs 8 mos
E. F. Hutton & Company INCBroker
September 1982 - January 1985 · 2 yrs 4 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.