DM
DM

David Mcgrouther

41 Years of Experience
Menlo Park, CA
Broker

David Mcgrouther is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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
Loading...

Location

2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025

Get directions

History

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 →
Other Business Activities

David owns multiple real estate properties through various LLCs, including D&L MK, LLC, D&L SH 10, LLC, D&L SL 20, LLC, D&L SH 9, LLC, and D&L SH 8, LLC. He spends minimal time on these activities.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
December 2004 - June 2009 · 4 yrs 6 mos
Citigroup Global Markets INC.
December 2004 - June 2009 · 4 yrs 6 mos
Morgan Stanley
October 1996 - December 2004 · 8 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 1996 - December 2004 · 8 yrs 4 mos
Painewebber IncorporatedBroker
April 1984 - August 1996 · 12 yrs 4 mos
State Registrations28 states
ALAZCACOCTDEFLGAHIIDILMAMDMENCNMNVNYOHORPASCTNTXUTVAWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
David Mcgrouther - Financial Advisor | TrueAdvisor