David Graham is a CFP-designated registered investment advisor at Morgan Stanley, based in Mishawaka, IN, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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IM Fee
Assets Under Management
Fee Structure
Location
4100 Edison Lakes Parkway, Suite 200, Mishawaka, IN, 46545
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a board member of Graham Farms, Inc. since 1994 and GFI Investments, LLC since 1999, both agriculture and real estate development businesses. He spends minimal time attending quarterly board meetings for each.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations33 states
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