David R Chittenden

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

• 03/2021 → 07/2021
  Vtechio
  Naples, FL
• 12/2020 → 03/2021
  Crossborder Solutions
  St Petersburg, FL
• 10/2017 → 12/2020
  Tech Data
  Clearwater, FL
• 10/2015 → 10/2017
  The Edison
  Tallahasee, FL
• 12/2021 → 07/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2022 → 07/2023
  Northwestern Mutual Investment Services Llc
  Tampa, FL
• 07/2023 → 12/2023
  James L Erb
  Tampa, FL
• 08/2023 → 12/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2024 → Present
  Morgan Stanley
  Tampa, FL
• 01/2024 → 04/2024
  Unemployed
  Tampa, FL
• 08/2021 → 12/2021
  Unemployed
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-12-08
• S63 Uniform Securities Agent State Law Examination
  2023-03-15

Other Names

• David Chittenden