David Ioram Bokman

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
FL	RA	APPROVED	2020-09-01
GA	RA	APPROVED	2015-05-18

NY RA
APPROVED

Since 2021-06-16
FL RA
APPROVED

Since 2020-09-01
GA RA
APPROVED

Since 2015-05-18

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • United States

Palm Beach Gardens, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	New York	NY	02/2015	02/2018
Morgan Stanley	Atlanta	GA	02/2015	Present

02/2015 → 02/2018

Morgan Stanley

New York, NY
02/2015 → Present

Morgan Stanley

Atlanta, GA

Previous Registrations

2005-06-16 → 2015-01-06

Gfo Advisory Services, Llc

Atlanta, GA

Other Businesses

*463291- Self; Investment related No; Riviera Beach, Florida; Nature of the business; One-time speaker (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 4; After business hours: 0; Other, Customer Service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-04-28

S66 Uniform Combined State Law Examination

2000-04-28

Other Names

David I Bokman

View on SEC IAPD