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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edison Cundey is an investment advisor representative with Morgan Stanley, with over 30 years of experience in the financial industry. David has held various roles at several leading financial institutions, including Credit Suisse Securities (USA) LLC, Jefferies & Company, Inc., and Fahnestock & Co. Inc. David's experience in the financial industry has equipped him with expertise in providing investment advice to a wide range of clients. David's current registrations include Florida, New Jersey, New York, and Texas. David is also a registered investment advisor representative in Florida and New Jersey. David is currently based at the Morgan Stanley branch office in West Palm Beach, Florida.
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
FL
12/21/2018 - Present
Morgan Stanley (West Palm Beach FL)
NY
12/10/2007 - 11/05/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
02/21/2003 - 01/04/2008
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
01/03/2003 - 02/24/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
07/15/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
CA
10/18/1999 - 07/26/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
MD
09/01/1997 - 12/06/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
05/25/1993 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
FL
03/24/1993 - 05/24/1993
TEMPLETON FUNDS DISTRIBUTOR, INC. (ST. PETERSBURG FL)
CA
04/08/1991 - 05/24/1993
FRANKLIN DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 03/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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