David William Groetsch

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Pittsburg, PA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-07-19 → 2009-06-01
  Morgan Stanley & Co. Llc
  Pittsburg, PA

Other Businesses

1)BOARD MEMBER WITH THE NORTH HILLS YMCA. 2) *303815 - YMCA of Pittsburgh ; Investment related- No; Pittsburgh, Pennsylvania; Children/Youth; Advisory Board, Investment Committee, Finance Committee, Other Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2019; During business hours: 0; After business hours: 4; Business Development/Growth, Investment Decisions/Advice *451361 - Pennsylvania Basketball Coaches Association; Investment related - No; Wexford, Pennsylvania; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 4; Labor/Service, Business Development/Growth *485379 - Trust ; Investment related - Yes; Naples , Florida; 12/2007; During business hours: 1; After business hours: 0 *485369 : Trust; Investment related : Yes; Sewickley; Pennsylvania; Trust; Trustee/Co-Trustee; 09/2010; During business hours: 1; After business hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-23
• S63 Uniform Securities Agent State Law Examination
  1995-10-30