David A Moratti

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 12/2022
  Morgan Stanley
  West Conshohocken, PA
• 12/2022 → 06/2023
  Morgan Stanley
  Philadelphia, PA
• 06/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2023 → Present
  Camelback Retirement Planners
  Phoenix, AZ

Previous Registrations

• 2010-09-17 → 2023-06-27
  Morgan Stanley
  Philadelphia, PA
  Lancaster, PA
  Wayne, PA
  Phoenix, AZ
  West Conshohocken, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

1. Fixed insurance sales; as of 5/11/2023; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, RUN DMCC, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 06/30/2023; 40% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-25
• S63 Uniform Securities Agent State Law Examination
  1995-08-25