DB
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David Bartoli

25 Years of Experience
Camp Hill, PA
Broker

David Bartoli is a registered investment advisor at Morgan Stanley, based in Camp Hill, PA, with 25 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

214 Senate Avenue, Camp Hill, PA, 17011

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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 partner in multiple real estate ventures including Barto Ventures LP, Barto Ventures LLC, Trindle Road Apartments LLC, Green Gables Apartments LLC, and Creston Apts LLC. He dedicates minimal time outside of business hours to managing these properties.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 2000 - April 2007 · 6 yrs 11 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMONCNENHNJNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
David Bartoli - Financial Advisor | TrueAdvisor