David Elliott is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 8 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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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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 →Employment History
Current Registrations
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Previous Registrations
LPL Financial LLCBroker
May 2024 - February 2025 · 9 mos
LPL Financial LLC
May 2024 - February 2025 · 9 mos
Great Point Capital LLCBroker
June 2023 - May 2024 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - March 2023 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - March 2023 · 3 yrs 10 mos
Santander Securities LLCBroker
February 2017 - March 2019 · 2 yrs 1 mo
Worden Capital Management LLCBroker
October 2015 - December 2015 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.