RD
RD

Robert David

53 Years of Experience
Columbus, GA
Broker

Robert David is a registered investment advisor at Morgan Stanley, based in Columbus, GA, with 53 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

945 Broadway, Columbus, GA, 31901

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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

Robert serves as a Power of Attorney (POA) in Columbus, Georgia, starting in August 2022. This investment-related activity requires minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2002 - June 2009 · 7 yrs 5 mos
The Robinson-Humphrey Company, LLCBroker
November 1977 - January 2002 · 24 yrs 2 mos
Drexel Burnham Lambert IncorporatedBroker
September 1974 - December 1977 · 3 yrs 3 mos
Kidder, Peabody & CO., IncorporatedBroker
June 1974 - October 1974 · 4 mos
Clark, Dodge & CO., IncorporatedBroker
March 1973 - July 1974 · 1 yr 4 mos
Varnedoe, Chisholm, Skinner & CO., INC.Broker
November 1972 - March 1973 · 4 mos
State Registrations33 states
AKALAZCACODCFLGAIDILINKSKYMDMEMIMNMSMTNCNJNYOHORPASCTNTXUTVAVTWAWY
AdvisorBrokerBoth

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