DG
DG

David Gately

31 Years of Experience
Hunt Valley, MD
Broker

David Gately is a registered investment advisor at Morgan Stanley, based in Hunt Valley, MD, with 31 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

303 International Circle, Suite 500, Hunt Valley, MD, 21030

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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 coaches basketball at Calvert Hall High School since April 2024, dedicating about a quarter of his time outside of business hours to this educational activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
March 2006 - June 2009 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1995 - February 2006 · 11 yrs 1 mo
State Registrations28 states
AZCACOCTDCDEFLGAILKSKYLAMAMDMIMONCNJNYOHOKORPASCTXVAWAWV
AdvisorBrokerBoth

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