David Bonjo is a registered investment advisor at Morgan Stanley, based in Richmond, VA, 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
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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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
September 2011 - Present · 14 yrs 8 mos
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Suntrust Investment Services, INC.Broker
December 2007 - September 2011 · 3 yrs 9 mos
Suntrust Investment Services, INC.
December 2007 - September 2011 · 3 yrs 9 mos
Wachovia Securities Financial Network, LLC
January 2004 - December 2007 · 3 yrs 11 mos
Wachovia Securities Financial Network, LLCBroker
January 2004 - December 2007 · 3 yrs 11 mos
Charles Schwab & CO., INC.
December 2001 - December 2003 · 2 yrs
Charles Schwab & CO., INC.Broker
January 1998 - December 2003 · 5 yrs 11 mos
Nationsbanc Investments, INC.Broker
September 1996 - January 1998 · 1 yr 4 mos
Waterhouse Securities, INC.Broker
June 1995 - September 1996 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.