DG
CFA
DG
CFA

David Glickstein

17 Years of Experience
Holmdel, NJ
Broker

David Glickstein is a CFA-designated registered investment advisor at Morgan Stanley, based in Holmdel, NJ, with 17 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
Loading...

Location

Holmdel, NJ

Get directions

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.

Learn about disclosures →
Other Business Activities

David owns and operates a small food blog. He dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan Stanley
September 2009 - Present · 16 yrs 8 mos
Morgan StanleyBroker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Banc of America Securities LLCBroker
October 2008 - August 2009 · 10 mos
Citigroup Global Markets INC.Broker
May 2008 - July 2008 · 2 mos
State Registrations38 states
AKAZCACOCTDCDEFLGAHIILINKSKYLAMAMDMEMIMNMONCNHNJNMNYOHORPAPRRISCTNTXVAVTWAWV
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.