David Pritikin is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Fee Structure
Location
555 California Street, 35th Floor, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works for Upshift Cycles, a recreation and retail/online store, handling customer service, labor/service, and sales/marketing. He dedicates about 10-20% of his time to this activity after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Scottrade Investment Management
Scottrade, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations53 states
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