David Blumenthal

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

• 01/2014 → 04/2017
  Gelber Group
  Chicago, IL
• 07/2019 → 11/2021
  Bofa Securities, Inc.
  New York, NY
• 06/2017 → 05/2019
  Kelley School Of Business
  Bloomington, IN
• 05/2019 → 06/2019
  Unemployed
  New York, NY
• 06/2018 → 08/2018
  Bank Of America
  New York, NY
• 11/2021 → 09/2024
  Sanford C. Bernstein & Co., Llc
  New York, NY
• 09/2024 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 10/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2022-01-07 → 2024-09-24
  Alliancebernstein L.P.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-12-10
• S63 Uniform Securities Agent State Law Examination
  2019-08-22

Other Names

• David Blumenthal
• David Blumenthal
• David R Blumenthal