David Sedrak

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

• 06/2015 → 06/2017
  Ubs Financial Services Inc.
  New York, NY
• 06/2017 → Present
  Morgan Stanley
  Pasadena, CA
• 10/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2016-04-28 → 2017-06-13
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

*431837 - 100 Thompson Lane 6B; Investment related Yes; Edgewater, NJ; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 0. * 465440 - Laven Co; Investment related No; Irvine, California; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 15; Labor/Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-28
• S63 Uniform Securities Agent State Law Examination
  2010-08-19