David Atallah is a registered investment advisor at Morgan Stanley, based in Boston, MA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
28 State Street 26th Floor, Boston, MA, 02109
Get directionsHistory
Regulatory History
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 →Other Business Activities
David is a board member of The National Braille Press and serves on its investment committee. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
State Registrations33 states
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.