David Milton Fivek

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-05-12

TX RA
APPROVED_RES

Since 2020-05-12

Branch Locations

112 Worcester Street, Wellesley, MA 02481 • 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
Citigroup Global Markets Inc.	Waltham	MA	01/2001	Present
Morgan Stanley Smith Barney	Waltham	MA	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

01/2001 → Present

Citigroup Global Markets Inc.

Waltham, MA
06/2009 → Present

Morgan Stanley Smith Barney

Waltham, MA
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

*494374- Trust; Investment related Yes; City, State; Trust; Trustee/Co-Trustee; 03/2021; During business hours: 1; After business hours: 0; Estate Administration, Investment Decisions/Advice

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-04-25
S63	Uniform Securities Agent State Law Examination	2001-04-05

S65 Uniform Investment Adviser Law Examination

2001-04-25
S63 Uniform Securities Agent State Law Examination

2001-04-05

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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