David Chapin is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 10 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
28 State Street 26th Floor, Boston, MA, 02110
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Regulatory History (2)
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Customer Dispute
February 2026Pending
Financial
October 2021Final
Other Business Activities
David is a board member of Boston Collegiate Charter School, focusing on governance, academics, finances, and community relations. He dedicates minimal time to this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Morgan StanleyBroker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
TD Private Client Wealth LLC
April 2016 - March 2017 · 11 mos
TD Private Client Wealth LLCBroker
November 2015 - March 2017 · 1 yr 4 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.