David Grove is a registered investment advisor at Morgan Stanley, based in Lake Oswego, OR, with 43 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
4800 Meadows Road, Suite 400, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1997Other 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
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
RBC Dain Rauscher INC.Broker
Sutro & CO. IncorporatedBroker
Grove Securities, INC.Broker
Murphey Favre, INC.Broker
Somers, Grove & CO., INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Steven WalterMorgan Stanley
- John ValentineMorgan Stanley
- Donald ZabudskyMorgan Stanley
- Adam AndersonMorgan Stanley
- James NorthMorgan Stanley
- Bradley HomeMorgan Stanley