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David Schneider

Morgan Stanley

Delray Beach, FL

Boca Raton, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
FL RA APPROVED 2018-11-06
TX RA APPROVED 2010-04-13
NJ RA APPROVED 2009-06-01
  • NY RA
    APPROVED
    Since 2021-06-16
  • FL RA
    APPROVED
    Since 2018-11-06
  • TX RA
    APPROVED
    Since 2010-04-13
  • NJ RA
    APPROVED
    Since 2009-06-01

Branch Locations

Delray Beach, FL • United States

4855 Technology Way Suite 600, Boca Raton, FL 33431 • 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 Boca Raton FL 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Boca Raton, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2007-12-18 → 2009-06-01
    Morgan Stanley & Co. Llc
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-17
S63 Uniform Securities Agent State Law Examination 2004-06-11
  • S66 Uniform Combined State Law Examination
    2007-12-17
  • S63 Uniform Securities Agent State Law Examination
    2004-06-11

View on SEC IAPD

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