David Bentley is a registered investment advisor at Morgan Stanley, based in Newtown Square, PA, with 37 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
3803 West Chester Pike, Suite 200, Newtown Square, PA, 19073
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2003 - April 2007 · 3 yrs 10 mos
Morgan Stanley Dw INC.Broker
October 1999 - April 2007 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1994 - November 1999 · 5 yrs 10 mos
U.S. Central SecuritiesBroker
March 1993 - January 1994 · 10 mos
The Trading Desk, INC.Broker
January 1990 - December 1993 · 3 yrs 11 mos
Royal Alliance Associates, INC.Broker
November 1989 - August 1990 · 9 mos
Integrated Resources Equity CorporationBroker
June 1989 - November 1989 · 5 mos
Faic Securities, INC.Broker
January 1983 - May 1983 · 4 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.