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David S Long

Morgan Stanley

Charleston, WV

CRD 2808008

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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
TX RA APPROVED_RES 2020-04-15
OK RA APPROVED 2009-06-01
WV RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • OK RA
    APPROVED
    Since 2009-06-01
  • WV RA
    APPROVED
    Since 2009-06-01

Branch Locations

500 Lee Street East Laidley Tower Suite 300, Charleston, WV 25339 • 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 Charleston WV 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Charleston, WV
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-12-05
S65 Uniform Investment Adviser Law Examination 1996-12-05
  • S63 Uniform Securities Agent State Law Examination
    1996-12-05
  • S65 Uniform Investment Adviser Law Examination
    1996-12-05
Other Names
  • David Smallridge Jr Long
  • David Smallridge Long
  • David Smallridge Long Jr
  • David Smallridge Long
  • David S. Long Jr.

View on SEC IAPD

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