DD
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David Davidson

20 Years of Experience
Fairfield, CT
Broker

David Davidson is a registered investment advisor at Morgan Stanley, based in Fairfield, CT, with 20 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

1229 Post Road, Fairfield, CT, 06824

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David is a passive co-owner of 2 Cottage Place LLC, a rental property in Greenwich, Connecticut, since 2016. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2013 - June 2023 · 10 yrs 2 mos
J.P. Morgan Securities LLC
April 2013 - June 2023 · 10 yrs 2 mos
Morgan Stanley
January 2013 - April 2013 · 3 mos
Morgan StanleyBroker
November 2012 - April 2013 · 5 mos
Citigroup Global Markets INC.Broker
June 2004 - November 2004 · 5 mos
Bear, Stearns & CO. INC.Broker
April 1999 - May 2004 · 5 yrs 1 mo
Evergreen Investment Services, INC.Broker
September 1997 - April 1999 · 1 yr 7 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.