David Pratt is a CFP-designated registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 30 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
330 Fellowship Road, Mount Laurel, NJ, 08054
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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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
A. G. Edwards & Sons, INC.
October 2003 - July 2007 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
September 1998 - July 2007 · 8 yrs 10 mos
Delaware Distributors, L.P.Broker
February 1996 - September 1998 · 2 yrs 7 mos
State Registrations22 states
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Exams
No exam information available for this advisor.