DC
DC

David Collins

29 Years of Experience
Purchase, NY
Broker

David Collins is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 29 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
Loading...

Location

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

Get directions

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.

Learn about disclosures →
Other Business Activities

David is a general partner in Collins Capital Real Estate LLC, a real estate holding company, and an officer/manager of Collins Capital LLC. He also serves as an advisory board member for Collins Capital Investors Trust II LP and Collins Capital Investors Trust IV, LP, and is a limited partner in Collins Capital Inv. Trust II LP, spending minimal time on these activities.

Employment History
Current Registrations
Morgan Stanley
February 2022 - Present · 4 yrs 5 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - February 2022 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - February 2022 · 9 yrs 8 mos
J.P. Morgan Securities INC.Broker
July 2002 - July 2006 · 4 yrs
Deutsche Bank Securities INC.Broker
June 1999 - July 2002 · 3 yrs 1 mo
Bt Alex. Brown IncorporatedBroker
September 1997 - June 1999 · 1 yr 9 mos
Alex. Brown & Sons IncorporatedBroker
March 1991 - September 1997 · 6 yrs 6 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIILINKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKPAPRSCTNTXUTVAVTWAWIWV
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.
David Collins - Financial Advisor | TrueAdvisor