David Beyer is a registered investment advisor at Morgan Stanley, based in New York, NY, with 49 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
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History (3)
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Customer Dispute
July 2010Settled
Customer Dispute
February 2010Settled
Customer Dispute
January 2009Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
UBS Financial Services INC.
September 2002 - January 2009 · 6 yrs 4 mos
UBS Financial Services INC.Broker
March 1989 - January 2009 · 19 yrs 10 mos
Oppenheimer & CO., INC.Broker
January 1988 - March 1989 · 1 yr 2 mos
L. F. Rothschild & CO. IncorporatedBroker
April 1982 - February 1988 · 5 yrs 10 mos
Advest, INC.Broker
September 1976 - April 1982 · 5 yrs 7 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAHIILINLAMAMDMEMIMNMONCNHNJNMNVNYOHORPAPRRISCTXUTVAVTWAWIWY
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.