Best Investors Account Sign in

Robert K. David

Morgan Stanley

Columbus, GA

CRD 61477

Claim This Profile
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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-02-07
GA RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2014-02-07
  • GA RA
    APPROVED
    Since 2009-06-01

Branch Locations

945 Broadway, Columbus, GA 31901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Columbus GA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Columbus, GA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

*510336 - POA; Investment related: Yes; Columbus, Georgia; POA; POA; 08/2022; During business hours: 2; After business hours: 0; Other

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-10-15
  • S63 Uniform Securities Agent State Law Examination
    1987-10-15
Other Names
  • Bob David
  • Robert Kendrick David
  • Robert Kendrick David Jr
  • Robert Kendrick David
  • Robert K. David Jr.

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

S JAY PARKER
WHITNEY E SHACKELFORD
Brandy Mae Otterbacher Ragan

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, GA
WELLS FARGO CLEARING SERVICES, LLC · COLUMBUS, GA

More in Columbus, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor