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David Kenneth Green

Morgan Stanley

Ponte Vedra Beach, FL

CRD 1907567

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-19
GA RA APPROVED 2015-06-01
MI RA APPROVED 2010-05-20
TX RA APPROVED_RES 2009-06-01
  • FL RA
    APPROVED
    Since 2023-04-19
  • GA RA
    APPROVED
    Since 2015-06-01
  • MI RA
    APPROVED
    Since 2010-05-20
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Atlanta GA 05/2015 04/2023
Morgan Stanley Smith Barney Llc Ponte Vedra Beach FL 04/2023 Present
  • 05/2015 → 04/2023
    Morgan Stanley Smith Barney Llc
    Atlanta, GA
  • 04/2023 → Present
    Morgan Stanley Smith Barney Llc
    Ponte Vedra Beach, FL
Previous Registrations
  • 2007-07-17 → 2009-06-01
    Morgan Stanley & Co. Llc
    E. Lansing, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-18
S63 Uniform Securities Agent State Law Examination 1989-01-06
  • S65 Uniform Investment Adviser Law Examination
    2001-04-18
  • S63 Uniform Securities Agent State Law Examination
    1989-01-06
Other Names
  • Dave Green
  • David K Green

View on SEC IAPD

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