David T Menoni

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2009 → 08/2019
  Bank Of America,Na
  New York, NY
• 08/2019 → Present
  Morgan Stanley
  New York, NY
• 10/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2006-09-22 → 2019-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  Fairfield, CT
  Fairfield, CT

Other Businesses

*382447 - Equinox; Investment related - No; Cycle Instructor; Employee (proprietor, partner, officer, director, employee, trustee, agent); Aug 1999; During business hours: 0; After business hours: 2; Exercise. *393675 - The Joggers Club; Investment related -No; Westport, Connecticut; Fitness; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2018; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements, Control or Authority over Outside Securities Account(s), Investment Decisions/Advice,etc. *517324- Central Park Running Club; Investment related-No; Westport, Connecticut; Recreation; Coach (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 10; Labor/Service

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-12
• S65 Uniform Investment Adviser Law Examination
  1999-08-12

Other Names

• David Menoni