David Iannalfo

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

• 06/2016 → 04/2018
  The Ayco Company, L.P./Mercer Allied
  Deerfield, IL
• 03/2020 → Present
  Morgan Stanley
  Chicago, IL
• 04/2018 → 03/2020
  Battery Global Advisors
  Boston, MA
• 01/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-06-09 → 2018-05-17
  Goldman Sachs Wealth Services, L.P.
  Deerfield, IL

Other Businesses

*448561 - Rental property; Investment related: Yes; Chicago, Illinois; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2017; During business hours: 0; After business hours: 1; Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2017-06-05

Other Names

• David Iannalfo
• David Valerio Iannalfo