David Chisholm is a registered investment advisor at Morgan Stanley, based in Bloomington, MN, with 31 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
8300 Norman Center Drive, Bloomington, MN, 55437
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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 StanleyBroker
October 2009 - Present · 16 yrs 9 mos
Morgan Stanley
October 2009 - Present · 16 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
October 2007 - October 2009 · 2 yrs
UBS Financial Services INC.Broker
January 2007 - October 2009 · 2 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
July 2001 - December 2003 · 2 yrs 5 mos
Piper Jaffray & CO.Broker
April 2000 - August 2006 · 6 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
March 1998 - January 2000 · 1 yr 10 mos
Brown & Company Securities CorporationBroker
September 1994 - July 1997 · 2 yrs 10 mos
Scottsdale Securities, INC.Broker
September 1993 - September 1994 · 1 yr
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.