DI
DI

David Iannalfo

7 Years of Experience
Chicago, IL
Broker

David Iannalfo is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 7 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

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

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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 is a partner in a real estate rental property in Chicago since 2017. He spends minimal time on accounting and bookkeeping tasks related to the property.

Employment History
Current Registrations
Morgan Stanley
April 2020 - Present · 6 yrs 1 mo
Morgan StanleyBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
The Ayco Company,l.p.
June 2017 - May 2018 · 11 mos
Mercer Allied Company, L.P.Broker
February 2017 - May 2018 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.