David Toribio is a registered investment advisor at Morgan Stanley, based in Allentown, PA. 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
Loading...
Location
515 West Hamilton Street, 7th Floor, Allentown, PA, 18101
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 2001Final Disposition
Other Business ActivitiesSells Insurance
David owns rental property in Asheboro, North Carolina, since 2009. He also works as a contractor/broker for MassMutual doing customer service and administrative tasks related to insurance since 2025.
Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
State Registrations35 states
ALARAZCACOCTDCDEFLGAIAILINMAMDMEMIMNMOMSNCNHNJNYOHORPARISCTNTXVAVTWAWV
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.