David Villalobos is a registered investment advisor at Morgan Stanley, based in Wellington, FL, 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
Wellington, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2018 - Present · 7 yrs 8 mos
Morgan StanleyBroker
September 2018 - Present · 7 yrs 8 mos
Morgan Stanley
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - September 2018 · 16 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2002 - September 2018 · 16 yrs 1 mo
Wachovia Securities, INC.
July 2001 - July 2002 · 1 yr
Wachovia Securities, INC.Broker
July 2000 - July 2002 · 2 yrs
Painewebber IncorporatedBroker
July 1999 - July 2000 · 1 yr
State Registrations28 states
AZCACODCFLILINMAMDMEMIMNMOMTNCNJNMNYOHORSDTXUTVAWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.