David Schrager
David Schrager is a registered investment advisor at Morgan Stanley, based in Palm Desert, CA, with 33 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
74199 El Paseo, Suite 201, Palm Desert, CA, 92260
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1997Other Business Activities
David owns and instructs at David W. Schrager Skydiving School and works as an independent contractor at Perris Valley Skydiving School, teaching skydiving to civilians and military personnel, primarily on weekends. He also owns rental real estate property through 123 Arch, LLC.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
First Interstate Investments,inc.Broker
White Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations31 states
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
More Advisors
- Gabriel AguirreMorgan Stanley
- Scott DiscountMorgan Stanley
- Nancy SpidellMorgan Stanley
- Andrew Clark, CFPMorgan Stanley
- Catherine MaresMorgan Stanley
- Thomas NixonMorgan Stanley