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David Rasdolsky

32 Years of Experience
Reston, VA
1 DisclosureBroker

David Rasdolsky is a registered investment advisor at Morgan Stanley, based in Reston, VA, 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

11951 Freedom Drive, Suite 1200, Reston, VA, 20190

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History

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
July 2015
Denied
Employment History
Current Registrations
Morgan Stanley
March 2017 - Present · 9 yrs 4 mos
Morgan StanleyBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1994 - April 2017 · 23 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1993 - April 2017 · 23 yrs 5 mos
Sei Financial Services CompanyBroker
July 1993 - November 1993 · 4 mos
State Registrations17 states
CACOCTDCDEFLGAMAMDNCNJNVNYPASCTXVA
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.
David Rasdolsky - Financial Advisor | TrueAdvisor