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David Andrew Hatz

Morgan Stanley

Aventura, FL

Aventura, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-04-01
TX RA APPROVED 2019-04-01
  • FL RA
    APPROVED
    Since 2019-04-01
  • TX RA
    APPROVED
    Since 2019-04-01

Branch Locations

20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States

Aventura, FL • 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
Ubs Financial Services Inc Aventura FL 09/2010 03/2019
Morgan Staney Aventura FL 03/2019 Present
Morgan Stanley Private Bank, N.A. New York NY 05/2019 Present
  • 09/2010 → 03/2019
    Ubs Financial Services Inc
    Aventura, FL
  • 03/2019 → Present
    Morgan Staney
    Aventura, FL
  • 05/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-04-21
  • S63 Uniform Securities Agent State Law Examination
    1993-04-21
Other Names
  • David Hatz

View on SEC IAPD

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Other Offices

UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL
CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL
PINNACLE INVESTMENTS, LLC · MIAMI, FL
LPL FINANCIAL LLC · AVENTURA, FL
J.P. MORGAN SECURITIES LLC · AVENTURA, FL
KAILIX ADVISORS LLC · AVENTURA, FL
1818 PRIVATE CLIENT GROUP, LLC · AVENTURA, FL

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