David Anthony Wyss

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

• 11/2006 → 03/2025
  Ubs
  New York, NY
• 03/2025 → Present
  Morgan Stanley Smith Barney Llc
  Shrewsbury, NJ
• 05/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-10-26 → 2025-03-25
  Ubs Financial Services Inc.
  New York, NY
  Weehawken, NJ
  New York, NY
  New York, NY
  Highlands, NJ
  New York, NY

Other Businesses

*633251 - Rental Property; Investment related: Yes; Hoboken, New Jersey; Rental Property; Property Owner(proprietor, partner, officer, director, employee, trustee, agent); 3/2025; During business hours: 0; After business hours: 0.5; Collect rent on property

Exams

• S66 Uniform Combined State Law Examination
  2007-09-11

Designations

• Certified Financial Planner