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David Kubica

14 Years of Experience
Purchase, NY
Broker

David Kubica is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 14 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

2000 Westchester Avenue, Purchase, NY, 10577-2530

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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 owns and manages two rental properties on Drake Avenue and Berenice Avenue in Chicago. He spends about 10-20% of his time on these activities, outside of trading hours.

Employment History
Current Registrations
Morgan Stanley
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
April 2022 - Present · 4 yrs 1 mo
Morgan Stanley
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.Broker
July 2014 - February 2021 · 6 yrs 7 mos
Charles Schwab & CO., INC.
July 2014 - February 2021 · 6 yrs 7 mos
Advanced Equities, INC.
November 2011 - November 2012 · 1 yr
Advanced Equities, INC.Broker
November 2011 - November 2012 · 1 yr
David A. Noyes & Company
May 2009 - November 2011 · 2 yrs 6 mos
David A. Noyes & CompanyBroker
April 2009 - November 2011 · 2 yrs 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.