David Ross is a registered investment advisor at Morgan Stanley, based in Rancho Sante Fe, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6041 La Flecha, Post Off Box 415, Rancho Sante Fe, CA, 92067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns multiple rental properties in California, acquired between 2010 and 2022. He dedicates minimal time to these activities, with one property being a passive investment.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations15 states
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