David Maharam is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA, 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
1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422
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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
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
Wachovia Securities, LLC
November 2003 - October 2007 · 3 yrs 11 mos
Wachovia Securities, LLCBroker
October 1999 - October 2007 · 8 yrs
First Union Capital Markets CORP.Broker
May 1997 - October 1999 · 2 yrs 5 mos
Fahnestock & CO., INC.Broker
October 1992 - May 1997 · 4 yrs 7 mos
State Registrations20 states
CACOCTDCDEFLGAILLAMAMDMENCNHNJNYPASCTXVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.