David Bulkley is a registered investment advisor at Morgan Stanley, based in Canfield, OH, 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
3635 Boardman Canfield Road, Canfield, OH, 44406
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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
August 2020 - Present · 5 yrs 9 mos
Morgan Stanley
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - August 2020 · 17 yrs 1 mo
Wells Fargo Clearing Services, LLC
July 2003 - August 2020 · 17 yrs 1 mo
Prudential Securities Incorporated
September 1999 - July 2003 · 3 yrs 10 mos
Prudential Securities IncorporatedBroker
July 1998 - July 2003 · 5 yrs
Painewebber IncorporatedBroker
December 1993 - July 1998 · 4 yrs 7 mos
Everen Securities, INC.Broker
September 1990 - December 1993 · 3 yrs 3 mos
Prescott, Ball & Turben, INC.Broker
August 1983 - September 1990 · 7 yrs 1 mo
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.