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David Stellati

41 Years of Experience
Boston, MA
Broker

David Stellati is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 41 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

28 State Street 26th Floor, Boston, MA, 02110

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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 the owner of Bud Stellati Distributors, a snowmobile sales and parts business.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
December 2002 - April 2007 · 4 yrs 4 mos
J.P. Morgan Securities INC.Broker
August 2000 - November 2002 · 2 yrs 3 mos
Gruntal & CO., L.L.C.Broker
November 1990 - August 2000 · 9 yrs 9 mos
Dean Witter Reynolds INC.Broker
January 1988 - December 1990 · 2 yrs 11 mos
L. F. Rothschild & CO. IncorporatedBroker
March 1987 - February 1988 · 11 mos
Shearson Lehman Brothers INC.Broker
May 1986 - May 1987 · 1 yr
Drexel Burnham Lambert IncorporatedBroker
August 1984 - April 1986 · 1 yr 8 mos
State Registrations19 states
CACOCTFLHIILMAMINCNHNJNYOHRISCTXVAVTWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.