David Wheeler is a registered investment advisor at Morgan Stanley, based in Tampa, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 North Tampa Street, Suite 3000, Tampa, FL, 33602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the treasurer for The Rose Condominium Home Owners Association since 2012. This activity is not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations51 states
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