DC
DC

David Clemens

24 Years of Experience
Williamsburg, VA
Broker

David Clemens is a registered investment advisor at Morgan Stanley, based in Williamsburg, VA, with 24 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

437 West Duke of Gloucester Street, Williamsburg, VA, 23185

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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 board member for Williamsburg House of Mercy, focusing on hardship assistance and business development. He dedicates minimal time outside of business hours to this civic/community activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
January 2003 - February 2006 · 3 yrs 1 mo
Legg Mason Wood Walker INC
January 2003 - February 2006 · 3 yrs 1 mo
UBS Painewebber INC.
August 2001 - April 2003 · 1 yr 8 mos
UBS Painewebber INC.Broker
June 2001 - April 2003 · 1 yr 10 mos
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.