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David Snyder is a registered investment advisor at Morgan Stanley, based in Charleston, WV, with 29 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
500 Lee Street East Laidley Tower Suite 300, Charleston, WV, 25339
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Regulatory History (2)
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Customer Dispute
March 2009Denied
Customer Dispute
February 2009Settled
Other Business Activities
David is a partner in Emerald Coast Enterprise, LLC, a rental property business since November 2018. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
October 2004 - June 2009 · 4 yrs 8 mos
Citigroup Global Markets INC.Broker
November 1999 - June 2009 · 9 yrs 7 mos
Nationwide Advisory Services, INC.Broker
March 1999 - January 2000 · 10 mos
Nationwide Advisory Services, INC.Broker
October 1997 - December 1998 · 1 yr 2 mos
Money Concepts Capital CORPBroker
May 1996 - August 1997 · 1 yr 3 mos
State Registrations20 states
ALAZCACOFLGAILKSKYMDMSNCNEOHPASCTXVAWAWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.