DT
DT

David Torres

21 Years of Experience
Alpharetta, GA
Broker

David Torres is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 21 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

3 Edison Drive, Alpharetta, GA, 30005

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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 the owner of GroovyCoconut, Inc., an e-commerce business, since 2015. He spends a few hours per week on this activity.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
E*trade Securities LLCBroker
June 2021 - September 2023 · 2 yrs 3 mos
E*trade Capital Management, LLC
June 2021 - September 2023 · 2 yrs 3 mos
Advice and Planning Services
August 2007 - November 2020 · 13 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2007 - November 2020 · 13 yrs 3 mos
Citigroup Global Markets INC.Broker
April 2006 - July 2007 · 1 yr 3 mos
Nylife Securities INC.Broker
July 2004 - April 2006 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.