David Allen Yost

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

• 10/1998 → Present
  Citigroup Global Markets Inc.
  Dallas, TX
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Dallas, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1998-10-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

*441077 - Plaza Turtlecreek HOA; Investment related - No; Dallas, Texas; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 2; Administrative *565419- Dallas Diocese Education Endowment Trust; Investment related-No; Dallas, Texas; Education, Economic Assistance; Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 1; Investment Decisions/Advice

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-09-23