David Passman is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved with a trust in Boynton Beach, FL since February 2021. This investment-related activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
First New York Securities L.L.C.Broker
Cantor Fitzgerald & CO.Broker
Cantor Fitzgerald PartnersBroker
Cantor Fitzgerald SecuritiesBroker
Shearson Lehman Hutton INC.Broker
State Registrations37 states
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