David Natola is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 26 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Criminal
May 1994Final Disposition
Other Business Activities
David works as a disc jockey for private parties under the name Sound Decision since 2007. He spends minimal time on this activity outside of security trading hours.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
Fidelity Brokerage Services LLCBroker
February 2007 - February 2009 · 2 yrs
National Financial Services LLCBroker
February 2000 - February 2006 · 6 yrs
Pioneer Funds Distributor, INC.Broker
January 1998 - November 1999 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.