DR
DR

David Runyon

20 Years of Experience
Birmingham, MI
Broker

David Runyon is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 20 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

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is a hockey coach at Cranbrook Schools, a private foundation in Bloomfield Hills, MI. This non-investment related activity takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2009 - Present · 16 yrs 8 mos
Morgan Stanley
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
J.p.morgan Securities INC.
October 2008 - October 2009 · 1 yr
J.P. Morgan Securities INC.Broker
October 2008 - October 2009 · 1 yr
J. P. Morgan Securities INC.
December 2006 - October 2008 · 1 yr 10 mos
J.P. Morgan Securities INC.Broker
October 2006 - October 2008 · 2 yrs
Banc One Securities Corporation
May 2003 - October 2003 · 5 mos
Banc One Securities CorporationBroker
November 2002 - October 2003 · 11 mos
State Registrations38 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

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