DS
DS

David Snyder

38 Years of Experience
Santa Monica, CA
Broker

David Snyder is a registered investment advisor at Morgan Stanley, based in Santa Monica, CA, with 38 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

100 Wilshire Boulevard, Suite 1900, Santa Monica, CA, 90401

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History

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.

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Other Business Activities

David acts as a Power of Attorney (POA) for investment-related matters in Agoura Hills, California since August 2022. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
RBC Dain Rauscher INC.
May 2002 - June 2007 · 5 yrs 1 mo
RBC Dain Rauscher INC.Broker
March 2002 - June 2007 · 5 yrs 3 mos
Sutro & CO. IncorporatedBroker
August 2001 - March 2002 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1996 - August 2001 · 5 yrs 6 mos
Bear, Stearns & CO. INC.Broker
January 1994 - January 1996 · 2 yrs
Smith Barney Shearson INC.Broker
July 1993 - January 1994 · 6 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
September 1987 - February 1988 · 5 mos
State Registrations27 states
AZCACOCTDEFLGAHIILLAMAMDMNMONCNJNVNYOKORPATNTXUTVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.