David Potischman is a CFP-designated registered investment advisor at Morgan Stanley, based in Morristown, 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
May 2025 - Present · 1 yr
Morgan Stanley
May 2025 - Present · 1 yr
Previous Registrations
UBS Financial Services INC.
May 2012 - June 2025 · 13 yrs 1 mo
UBS Financial Services INC.Broker
May 2012 - June 2025 · 13 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Morgan Stanley Smith Barney LLC
June 2009 - June 2012 · 3 yrs
Citigroup Global Markets INC.
April 2004 - June 2009 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2004 - June 2009 · 5 yrs 3 mos
State Registrations20 states
CACOCTDEFLMAMDMINHNJNMNYORPASCTNTXVAVTWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.