DS
DS
David Schrager
33 Years of Experience
Palm Desert, CA
1 DisclosureBroker
David Schrager is a registered investment advisor at Morgan Stanley, based in Palm Desert, CA, 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
Loading...
Location
74199 El Paseo, Suite 201, Palm Desert, CA, 92260
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1997Denied
Other 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
April 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - April 2012 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
January 2011 - April 2012 · 1 yr 3 mos
Wells Fargo Investments, LLC
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Securities INC.Broker
July 1996 - May 2001 · 4 yrs 10 mos
First Interstate Investments,inc.Broker
November 1995 - July 1996 · 8 mos
White Securities, INC.Broker
September 1993 - November 1995 · 2 yrs 2 mos
Chatfield Dean & CO., INC.Broker
February 1993 - September 1993 · 7 mos
State Registrations30 states
AZCACOFLGAILKSKYLAMAMDMIMNNCNENJNMNVNYOHORPASCTNTXUTVAVTWAWI
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.