David Daniel Dudek

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

• 03/2014 → 04/2023
  First Republic Investment Management
  San Francisco, CA
• 03/2014 → 04/2023
  First Republic Securities Company Llc
  San Francisco, CA
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 06/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-05-12 → 2023-05-19
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  San Francisco, CA

Other Businesses

*603055 - Rental property; Investment Related - Yes; Walnut Creek, California; Rental Property; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 1; Property Management.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-12-29

Designations

• Chartered Financial Analyst

Other Names

• David Dudek