David Chlus is a registered investment advisor at Morgan Stanley, based in Utica, NY, with 37 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
106 Business Park Drive, Utica, NY, 13502
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Regulatory History (1)
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Customer Dispute
May 2009Denied
Other Business Activities
David is a managing member of CB Farmland, LLC since 2017 and a partner in Higby View, LLC (real estate) since 2023. These activities are investment-related and require no active involvement.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1991 - July 1993 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1988 - October 1990 · 2 yrs 6 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNHNJNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.