David Grall is a registered investment advisor at Morgan Stanley, based in Kalamazoo, MI, 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
277 South Rose, Suite 3100, Kalamazoo, MI, 49007
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 1993Award / Judgment
Employment History
Current Registrations
Morgan Stanley
January 2011 - Present · 15 yrs 4 mos
Morgan StanleyBroker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2010 - January 2011 · 3 mos
Wells Fargo Advisors, LLCBroker
December 2005 - January 2011 · 5 yrs 1 mo
UBS Financial Services INC.Broker
November 1993 - December 2005 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1988 - October 1993 · 5 yrs
State Registrations12 states
AZCACOFLILINMINJOHTXVAWA
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.