DM
DM

David Mcbride

3 Years of Experience
Springfield, MO
Broker

David Mcbride is a registered investment advisor at Morgan Stanley, based in Springfield, MO, with 3 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

1535 East Primrose Street, Springfield, MO, 65804

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David is an owner of Bear Homes, LLC and Bear Homes 2, LLC, and a partner in BDG-1, LLC and S & T Investments II, LLC, all real estate rental property businesses. He is also a board member of Breathless View Mountain Estates Property Owners Association, spending minimal time on this role.

Employment History
Current Registrations
Morgan Stanley
April 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 5 mos
State Registrations17 states
ARAZCACTFLIAILKSMOMSNVNYORSDTNTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.