DB
DB

David Boudreau

21 Years of Experience
Stamford, CT
Broker

David Boudreau is a registered investment advisor at Morgan Stanley, based in Stamford, CT, with 21 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

4 Landmark Square, 2nd Floor, Stamford, CT, 06901

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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 is involved with an estate, dedicating minimal time during business hours and a few hours per week after business hours. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 2007 - June 2009 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
July 2007 - June 2009 · 1 yr 11 mos
A. G. Edwards & Sons, INC.
January 2005 - August 2007 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
December 2004 - August 2007 · 2 yrs 8 mos
Schonfeld Securities, LLCBroker
February 2004 - March 2004 · 1 mo
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.