DA
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David Adler

26 Years of Experience
West Conshohocken, PA
Broker

David Adler is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, 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

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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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 serves as a trustee/co-trustee for a trust since 1990. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2010 - Present · 16 yrs 2 mos
Morgan StanleyBroker
July 2010 - Present · 16 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
October 1999 - August 2009 · 9 yrs 10 mos
First Union Capital Markets CORP.Broker
August 1998 - October 1999 · 1 yr 2 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.