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David Sedrak

12 Years of Experience
New York, NY
Broker

David Sedrak is a registered investment advisor at Morgan Stanley, based in New York, NY, with 12 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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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 real estate in Edgewater, NJ since January 2020. He also owns Laven Co, a retail/online store, and spends about 10-20% of his time providing labor/service after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2017 - Present · 8 yrs 11 mos
Morgan Stanley
June 2017 - Present · 8 yrs 11 mos
Morgan StanleyBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
April 2016 - June 2017 · 1 yr 2 mos
UBS Financial Services INC.Broker
June 2015 - June 2017 · 2 yrs
First Investors CorporationBroker
March 2015 - April 2015 · 1 mo
Blackbook Capital LLCBroker
March 2014 - June 2014 · 3 mos
Charles Vista LLCBroker
October 2010 - April 2012 · 1 yr 6 mos
John Thomas FinancialBroker
August 2010 - September 2010 · 1 mo
State Registrations37 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 Sedrak - Financial Advisor | TrueAdvisor