David Pottenger is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 46 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History
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 →Other Business Activities
David serves on the Davidson College Alumni Board, focusing on alumni relations. This role requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
The Robinson-Humphrey Company, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations40 states
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.