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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 Szulanski is a financial advisor with over 20 years of experience in the industry. David is currently registered with Morgan Stanley and holds licenses in New York and Texas. Prior to joining Morgan Stanley, David was with Credit Suisse Securities (USA) LLC from 2011 to 2016, and before that, he was with IDB Capital Corp. and Leumi Investment Services Inc. David specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. He is also qualified to provide advice to investment clubs, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. David has a strong understanding of the financial markets and a commitment to providing personalized service to his clients.
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
08/23/2021 - Present
Morgan Stanley (New York NY)
NY
04/08/2011 - 03/23/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
01/04/2002 - 04/12/2011
IDB CAPITAL CORP. (NEW YORK NY)
NY
05/03/2001 - 01/03/2002
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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