David Scott Mcintyre

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

• 03/2009 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 05/2011 → 09/2023
  Bank Of America, N.A.
  Raleigh, NC
• 09/2023 → Present
  Morgan Stanley Smith Barney Llc
  Raleigh, NC
• 10/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-05-12 → 2023-09-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC

Other Businesses

*571766 - Wake County Advisory Board for the Salvation Army ; Investment related - No ; Raleigh,North Carolina ; Children/Youth:Civic/Community:Disaster Relief:Economic Assistance:Health and Welfare:Humanitarian ; Advisory Board:Board Member:Finance Committee:Other Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 8/2013 ; During business hours : 4 ; After business hours : 2 ; Fundraising

Exams

• S66 Uniform Combined State Law Examination
  2009-05-08

Other Names

• David Scott Mcintyre, Jr.
• David Scott Mcintyre
• David Scott Mcintyre