David Stella is a CFP-designated registered investment advisor at Morgan Stanley, based in Orlando, FL, 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
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Location
201 East Pine Street 11th Floor, Orlando, FL, 32801
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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 · 9 yrs 7 mos
Morgan StanleyBroker
October 2016 - Present · 9 yrs 7 mos
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
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.