David Clark is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 14 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
1775 I Street Nw, Suite 200, Washington, DC, 20006
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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 Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
August 2020 - September 2023 · 3 yrs 1 mo
E*trade Securities LLCBroker
August 2020 - September 2023 · 3 yrs 1 mo
Hornor, Townsend & Kent, LLC
September 2019 - August 2020 · 11 mos
Hornor, Townsend & Kent, LLCBroker
July 2019 - August 2020 · 1 yr 1 mo
AXA Advisors, LLCBroker
March 2017 - May 2019 · 2 yrs 2 mos
M&t Securities, INC.Broker
May 2003 - October 2003 · 5 mos
Allfirst Brokerage CorporationBroker
July 1998 - May 2003 · 4 yrs 10 mos
Nylife Securities INC.Broker
August 1997 - June 1998 · 10 mos
Fortis Investors, INC.Broker
June 1997 - June 1997 · 0 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.