David Novelli is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 36 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
845 Texas Avenue, Suite 1810, Houston, TX, 77002
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Regulatory History (1)
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Regulatory
January 2019Final
Other Business Activities
David is involved in several business activities, including owning and renting property through CirrusShare, LLC and Meridian SkyTravel, LLC, and managing private real estate through Blessed Between 2 Creeks, LLC. He also acts as a trustee for personal and family trusts, and is a lender.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 1995 - June 2009 · 14 yrs 5 mos
Citigroup Global Markets INC.Broker
January 1995 - June 2009 · 14 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
July 1991 - January 1995 · 3 yrs 6 mos
Painewebber IncorporatedBroker
January 1991 - July 1991 · 6 mos
Rotan Mosle INC.Broker
November 1990 - January 1991 · 2 mos
Painewebber IncorporatedBroker
July 1989 - July 1991 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.