TrueAdvisor
TrueAdvisor
DS
CFP
DS
CFP

David Stella

Morgan Stanley
30 Years of Experience
Orlando, FL
Broker
View SEC Summary
View SEC Summary

David Stella is a CFP-designated registered investment advisor at Morgan Stanley, based in Orlando, FL, with 30 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

View Full SEC Brochure

Location

201 East Pine Street 11th Floor, Orlando, FL, 32801

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 →
Employment History
Current Registrations
Morgan Stanley
October 2016 - Present · 10 yrs
Morgan StanleyBroker
October 2016 - Present · 10 yrs
Previous Registrations
Wells Fargo Advisors, LLC
March 2010 - October 2016 · 6 yrs 7 mos
Wells Fargo Advisors, LLCBroker
February 2010 - October 2016 · 6 yrs 8 mos
Morgan Keegan & Company, INC.Broker
November 2007 - March 2008 · 4 mos
Morgan Keegan & Company, INC.
February 2007 - March 2008 · 1 yr 1 mo
Amsouth Investment Management Company LLC
July 2003 - July 2007 · 4 yrs
Amsouth Investment Services, INC.
January 2003 - August 2003 · 7 mos
Amsouth Investment Services, INC.Broker
October 2002 - October 2003 · 1 yr
Suntrust Securities, INC.
February 2002 - October 2002 · 8 mos
Suntrust Securities, INC.Broker
February 2002 - October 2002 · 8 mos
The Huntington Investment CompanyBroker
December 1998 - February 2002 · 3 yrs 2 mos
Nationsbanc Investments, INC.Broker
April 1998 - December 1998 · 8 mos
Barnett Investments, INC.Broker
March 1998 - April 1998 · 1 mo
Barnett Investments, INC.Broker
September 1996 - April 1998 · 1 yr 7 mos
Smith Barney INC.Broker
August 1994 - August 1996 · 2 yrs
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
More Advisors
More financial advisors in Orlando, FL →All financial advisors in Florida →