DG
DG
David Giulieri is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, with 32 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
7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 1999Denied
Other Business Activities
David is an owner of Lake Sunapee Partnership LLC, a real estate business, since 2017.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 1995 - June 2009 · 14 yrs 2 mos
Citigroup Global Markets INC.Broker
September 1994 - June 2009 · 14 yrs 9 mos
Moors & Cabot, INC.Broker
April 1993 - October 1994 · 1 yr 6 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAILINKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.