David Anthony Novelli

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1995-01-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Houston, TX
  Houston, TX

Other Businesses

1. AUTHOR; 99 AFTER BUSINESS HOURS; 1 DURING BUSINESS HOURS; OWNER; 06/2012** 2. CIRRUSSHARE, LLC; KATY, TX; RENTING; NOT INVESTMENT RELATED; OWNER; 01/2017; 0,3 3. Personal Trust; Investment related Yes; Trust; Trustee; Apr 2017 4. Blessed Between 2 Creeks, LLC; Investment related; Private Real Estate; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 2 5. Family Trust; Investment related; Trust; Trustee (proprietor, partner, officer, director, employee, trustee, agent); Apr 2017; During business hours: 0; After business hours: 0; Beneficiary. *477284 - SkyTraveler Holdings, LLC; Investment related: Yes; Conroe, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 1; Property Management *483082- Lending; Investment related No; Houston, Texas; Lending; Sole Proprietor/Owner; 02/2022; During business hours: 0; After business hours: 0; Lender *528508- Meridian SkyTravel, LLC; Investment related-Yes; Houston, Texas; owning and renting a general aviation aircraft; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 8; piloting said aircraft

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-16
• S63 Uniform Securities Agent State Law Examination
  1989-08-21

Designations

Other Names

• David A Novelli