DW
DW
David Wilkinson is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 43 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 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2009Denied
Other Business Activities
David is a sole proprietor/owner/partner of Dharma Bums, L.L.P., which owns rental properties. This activity is investment-related and takes minimal time during and after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2000 - June 2009 · 9 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
January 2000 - June 2009 · 9 yrs 5 mos
William Blair & Company L.L.C.Broker
April 1998 - January 2000 · 1 yr 9 mos
Morgan Stanley & CO., IncorporatedBroker
February 1984 - January 1996 · 11 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1980 - February 1984 · 3 yrs 2 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.