DD
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David Deluca
33 Years of Experience
Jacksonville, FL
2 DisclosuresBroker
David Deluca is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 33 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
6735 Southpoint Drive, Jacksonville, FL, 32216
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Regulatory History (2)
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Customer Dispute
December 2012Settled
Customer Dispute
December 2011Denied
Other Business Activities
David is a general partner at Duca Fund LLC, making private investments since 2014. He spends minimal time on this activity.
Employment History
Current Registrations
Morgan StanleyBroker
September 2020 - Present · 5 yrs 8 mos
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1992 - September 2020 · 27 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1992 - September 2020 · 27 yrs 11 mos
State Registrations26 states
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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.