David Berdon is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Fee Structure
Location
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a sole proprietor/owner of Cavaleo LLC, a real estate business, since June 2021. He also serves on the advisory board for Nasdaq, providing advice on new ideas, dedicating minimal time to these roles.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Goldman, Sachs & CO.Broker
Morgan Stanley & CO., IncorporatedBroker
State Registrations38 states
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