David Meeks is a CFP-designated registered investment advisor at Morgan Stanley, based in Bigfork, MT, with 39 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
Bigfork, MT
Get directionsHistory
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 →Employment History
Current Registrations
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan StanleyBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
November 2001 - December 2021 · 20 yrs 1 mo
UBS Financial Services INC.Broker
November 2001 - December 2021 · 20 yrs 1 mo
Prudential Securities IncorporatedBroker
November 1996 - November 2001 · 5 yrs
Tucker Anthony IncorporatedBroker
January 1987 - November 1996 · 9 yrs 10 mos
State Registrations29 states
ALCACOCTDCFLGAIDILKYLAMAMDMEMNMTNCNHNJNMNYORPARISCTXVAVTWA
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.