David Allan Pauole

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

• 02/2023 → Present
  Morgan Stanley
  Gilbert, AZ
• 01/2022 → 08/2022
  Cit Electronics
  American Fork, UT
• 08/2018 → 12/2021
  Brigham Young University
  Provo, UT
• 07/2018 → 08/2018
  Wright Welker & Pauole
  Phoenix, AZ
• 07/2016 → 07/2018
  The Church Of Jesus Christ Of Latter-Day Saints
  Santa Fe
• 09/2022 → 01/2023
  N/A
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-12-12

Other Names

• David A Pauole