David Patrick Drea

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

• 08/2019 → 06/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2019 → 06/2020
  Northwestern Mutual Investment Services Llc
  Jamison, PA
• 08/2015 → 05/2019
  Ursinus College
  Collegeville, PA
• 10/2019 → 06/2020
  All Star Baseball Academy
  Warminster, PA
• 12/2019 → 06/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2020 → Present
  Morgan Stanley Smith Barney Llc
  West Conshohocken, PA
• 10/2020 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-27
• S63 Uniform Securities Agent State Law Examination
  2019-09-04

Other Names

• David Patrick Drea