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David Bernacchia

Morgan Stanley
39 Years of Experience
New York, NY
1 DisclosureBroker
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David Bernacchia is a registered investment advisor at Morgan Stanley, based in New York, NY, with 39 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.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

55 East 52nd Street, 12th Floor, New York, NY, 10055

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David is a POA/Personal Representative for his mother, June Bernacchia, and a financial advisor at Continuum Private Wealth. He also manages client relationships/investments and brings in new clients at Steward Partners Global Advisory and provides advisory services as an Investment Advisor Representative at Steward Partners Investment Advisory LLC; each of these activities requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
July 2026 - Present · 3 mos
Morgan Stanley
July 2026 - Present · 3 mos
Morgan Stanley
July 2026 - Present · 3 mos
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - July 2026 · 4 yrs 2 mos
Steward Partners Investment Advisory, LLC
December 2017 - July 2026 · 8 yrs 7 mos
Raymond James Financial Services, INC.Broker
November 2017 - May 2022 · 4 yrs 6 mos
UBS Financial Services INC.Broker
November 2008 - December 2017 · 9 yrs 1 mo
UBS Financial Services INC.
November 2008 - December 2017 · 9 yrs 1 mo
Morgan Stanley & CO. Incorporated
July 2007 - November 2008 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
February 2000 - April 2007 · 7 yrs 2 mos
Painewebber IncorporatedBroker
September 1993 - February 2000 · 6 yrs 5 mos
Smith Barney Shearson INC.Broker
July 1993 - October 1993 · 3 mos
Lehman Brothers INC.Broker
August 1990 - July 1993 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - August 1990 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1987 - September 1989 · 2 yrs 5 mos
State Registrations20 states
AZCACOCTFLILMAMDMIMNNJNMNVNYOHPASCTNVAVT
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.
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