David Grove is a registered investment advisor at Morgan Stanley, based in Newberg, OR, 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
Newberg, OR
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Regulatory History (1)
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Customer Dispute
May 1997Award / Judgment
Other Business Activities
David is a partner in JG Metal Fabrication and Grove Custom Fabrication, both manufacturing businesses. He spends a few hours per week on investment decisions/advice related to JG Metal Fabrication.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
November 2007 - June 2009 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2006 - April 2007 · 9 mos
RBC Dain Rauscher INC.Broker
March 2002 - July 2006 · 4 yrs 4 mos
Sutro & CO. IncorporatedBroker
March 2000 - March 2002 · 2 yrs
Grove Securities, INC.Broker
May 1991 - March 2000 · 8 yrs 10 mos
Murphey Favre, INC.Broker
January 1987 - June 1991 · 4 yrs 5 mos
Somers, Grove & CO., INC.Broker
July 1983 - January 1987 · 3 yrs 6 mos
State Registrations14 states
AZCACOHIMAMNMTNMNVORTXUTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.