David Schafer is a registered investment advisor at Morgan Stanley, based in Spokane, WA, 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
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Location
717 West Sprague Avenue, Suite 500, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a sole proprietor/owner/partner at LowerTwin LLC dba Liberty Tax Service, where he assists with tax preparation, dedicating minimal time outside business hours. He also serves as an executor/co-executor for an estate, spending a few hours per week on estate administration.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations18 states
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