David Francis Manci

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

• 10/2015 → Present
  Morgan Stanley
  Chicago, IL
• 11/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2011-09-19 → 2015-11-06
  Barclays Capital Inc.
  Chicago, IL
• 2000-10-02 → 2011-10-04
  Alliancebernstein L.P.
  Chicago, IL

Other Businesses

1. *425894 - Trust; Investment related Yes; Denver, CO; Feb 2021; During business hours: 0; After business hours: 0. 2.*455917- Trust; Investment related -Yes; Highland Park, Illinois; Trust; Successor trustee; 11/2012; During business hours: 1; After business hours: 0; 3.*455913- Trust; Investment related -Yes; Los Angeles, California; Trust; Successor Role; 10/2021; During business hours: 1; After business hours: 0; 4. *455911-Trust; Investment related -Yes; Los Angeles, California; Trust; Successor Role; 09/2021; During business hours: 0; After business hours: 1;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-12
• S63 Uniform Securities Agent State Law Examination
  1983-11-30

Other Names

• David Francis Manci