David James Christensen

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

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

Previous Registrations

• 2000-06-03 → 2009-05-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

1. NAME: FAULKNER FABRICATORS INVESTMENT RELATED: (YES OR NO) YES ADDRESS: 10106 N. TUDOR RD, BERRIEN SPRINGS, MICHIGAN 49103 NATURE: SPOOL MANUFACTURER YOUR POSITION, TITLE, ASSOCIATION: DIRECTOR START DATE: 1 MAY 2006 NUMBER OF HOURS DEVOTED PER MONTH: 1 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 DUTIES: DIRECTOR ON TERMINAL LEAVE FROM THE ARMY UNTIL DECEMBER 4TH, 1997. 2.Village of Tuxedo Park; Investment related No; Government / Municipality / Political; Member of the Board of zoning appeals (proprietor, partner, officer, director, employee, trustee, agent); Dec 2018; During business hours: 0; After business hours: 1 *438329 - Trust; Investment related - Yes; St Joseph, Michigan; 04/2015; After business hours: 1 *498446- The Tuxedo Club; Investment related -No; Tuxedo Park, New York; Recreation; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 0;board member

Exams

• S66 Uniform Combined State Law Examination
  1998-01-28

Other Names

• David J Christensen