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David Spencer Bush

Morgan Stanley

Baltimore, MD

CRD 4674236

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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
MD RA APPROVED 2009-06-01
  • MD RA
    APPROVED
    Since 2009-06-01

Branch Locations

1300 Thames Street Thames Street Wharf, Baltimore, MD 21231 • 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
Citigroup Global Markets Inc. Baltimore MD 06/2006 Present
Morgan Stanley Smith Barney Baltimore MD 06/2009 Present
Morgan Stanley Services Group Inc. Baltimore MD 03/2017 Present
  • 06/2006 → Present
    Baltimore, MD
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Baltimore, MD
  • 03/2017 → Present
    Morgan Stanley Services Group Inc.
    Baltimore, MD
Previous Registrations
  • 2006-09-13 → 2009-06-01
    Baltimore, MD
    Baltimore, MD
  • 2004-12-06 → 2006-07-05
    Td Ameritrade, Inc.
    Pikesville, MD
    Towson, MD
  • 2006-04-25 → 2006-07-05
    Td Ameritrade Investment Management, Llc
    Pikesville, MD
Other Businesses

1. LANDLORD (NO BUSINESS NAME)- 7507 OLD HARFORD RD PARKVILLE, MD 21234- OWNER, MAINTENANCE OF THE PROPERTY AND DEALING WITH TENANT ISSUES- 100% SHARES HELD, 5 HOURS OUTSIDE BUSINESS HOURS, 0 DURING TRADING HOURS- NON INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-12
  • S66 Uniform Combined State Law Examination
    2004-03-12
Other Names
  • David S Bush

View on SEC IAPD

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