David Vanwingerden
David Vanwingerden is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 29 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2004Customer Dispute
June 2003Other 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
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Fifth Third/the Ohio CompanyBroker
State Registrations34 states
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
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