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David L Fox

Morgan Stanley

Atlanta, GA

CRD 8034463

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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
TX RA APPROVED 2025-07-11
GA RA APPROVED 2025-05-27
  • TX RA
    APPROVED
    Since 2025-07-11
  • GA RA
    APPROVED
    Since 2025-05-27

Branch Locations

5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • 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 Atlanta GA 03/2025 Present
Supreme Lending Alpharetta GA 07/2019 03/2025
Unemployed Woodstock GA 01/2019 07/2019
Georgia Southern University Statesboro GA 07/2013 12/2018
Morgan Stanley Private Bank, N.A New York NY 06/2025 Present
  • 03/2025 → Present
    Morgan Stanley
    Atlanta, GA
  • 07/2019 → 03/2025
    Supreme Lending
    Alpharetta, GA
  • 01/2019 → 07/2019
    Unemployed
    Woodstock, GA
  • 07/2013 → 12/2018
    Georgia Southern University
    Statesboro, GA
  • 06/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
  • S66 Uniform Combined State Law Examination
    2025-05-22

View on SEC IAPD

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