DM
DM

David Mcintyre

22 Years of Experience
Raleigh, NC
Broker

David Mcintyre is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, 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

3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612

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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 and on the finance committee for the Wake County Advisory Board for the Salvation Army since 2013. He spends minimal time on fundraising activities both during and after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 3 yrs
Morgan StanleyBroker
September 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - September 2023 · 14 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - September 2023 · 14 yrs 5 mos
Atlantic American Capital Advisors, LLCBroker
August 2002 - August 2008 · 6 yrs
State Registrations30 states
AZCACOCTDCDEFLGAKSKYLAMAMDMIMNMONCNVNYOHORPASCTNTXUTVAVTWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.