Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Blumenthal is a financial advisor with Morgan Stanley, a firm that has been providing investment and financial services for over 80 years. David has over 6 years of experience in the financial industry and has held previous roles with BofA Securities and Gelber Securities. David is a licensed broker-dealer and investment advisor representative, registered in multiple states. He has demonstrated expertise across various financial services, including investment banking, portfolio management, and financial planning. David works with individual investors, high-net-worth individuals, families, businesses, and institutions. He is dedicated to providing personalized financial guidance and helping clients reach their investment objectives.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/30/2024 - Present
Morgan Stanley (New York NY)
NY
08/15/2019 - 11/10/2021
BOFA SECURITIES, INC. (NEW YORK NY)
IL
08/06/2014 - 05/16/2017
GELBER SECURITIES, LLC (CHICAGO IL)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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