DW
DW
David Wurst is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 22 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
150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078
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Regulatory History (1)
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Customer Dispute
December 2008Denied
Other Business Activities
David is involved in estate administration as an executor/co-executor. These activities are investment-related and take minimal time.
Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2009 - August 2021 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2009 - August 2021 · 12 yrs 1 mo
UBS Financial Services INC.
October 2003 - August 2009 · 5 yrs 10 mos
UBS Financial Services INC.Broker
May 2003 - August 2009 · 6 yrs 3 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.