DB
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David Bokman

25 Years of Experience
Purchase, NY
Broker

David Bokman is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 25 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

2000 Westchester Ave, (Home Office), Purchase, NY, 10577

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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 is a one-time speaker in Riviera Beach, Florida, providing customer service. This activity requires minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
August 2015 - Present · 10 yrs 9 mos
Morgan StanleyBroker
August 2015 - Present · 10 yrs 9 mos
Morgan Stanley
May 2015 - Present · 11 yrs
Previous Registrations
Genspring Family Offices, LLC
June 2005 - January 2015 · 9 yrs 7 mos
Suntrust Capital Markets, INC.Broker
November 2003 - June 2004 · 7 mos
Goldman, Sachs & CO.Broker
April 2000 - November 2001 · 1 yr 7 mos
Cs First Boston CorporationBroker
February 1988 - January 1991 · 2 yrs 11 mos
State Registrations3 states
FLGANY
Advisor

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.
David Bokman - Financial Advisor | TrueAdvisor