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David Yost

42 Years of Experience
Dallas, TX
Broker

David Yost is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 42 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

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David is a board member for Plaza Turtlecreek HOA since June 2021 and for Dallas Diocese Education Endowment Trust since September 2023, where he is also on the investment committee. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
October 1998 - June 2009 · 10 yrs 8 mos
Citigroup Global Markets INC.Broker
October 1998 - June 2009 · 10 yrs 8 mos
Investment Management & Research, INCBroker
July 1993 - October 1998 · 5 yrs 3 mos
Keogler, Morgan & Company, INC.Broker
August 1985 - July 1993 · 7 yrs 11 mos
Fsc Securities CorporationBroker
June 1983 - August 1985 · 2 yrs 2 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
David Yost - Financial Advisor | TrueAdvisor