DV
DV
David Vanwingerden
28 Years of Experience
Grand Rapids, MI
2 DisclosuresBroker
David Vanwingerden is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 28 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
5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2004Settled
Customer Dispute
June 2003Denied
Other Business Activities
David is a committee member at Neland Ave Christian Reformed Church since 1998, spending minimal time outside business hours. He also serves as a custodian for an estate since 2020.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 1998 - April 2007 · 8 yrs 7 mos
Fifth Third/the Ohio CompanyBroker
October 1997 - September 1998 · 11 mos
State Registrations32 states
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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.