David
Goller

Morgan Stanley

CRD#2284557
Investment Advisor
in Valencia, CA

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About this Advisor

David Goller is a financial advisor working in Valencia, California with 14 years of industry experience. Goller is on the advisory team at Morgan Stanley. During their career, Goller has held roles at Morgan Stanley Smith Barney and Morgan Stanley & Co. Inc. Goller has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Morgan Stanley is a financial advisory business based in Purchase, NY. It has offices in 930 locations and a total of 28,000 people on staff. It has $1 trillion in assets among its 2,233,188 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. Morgan Stanley has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management usually are based on which services the firm provides the client. However, fees billed by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

24300 Town Center Dr. Suite 200
Valencia, CA 91355

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CA Average: $7,464,549,021
Total Number of Employees

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

David Goller Work History

David has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Morgan Stanley Smith Barney

2008 - Present (16 years)

Morgan Stanley & Co. Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Goller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Daniel Evans
New York, NY
Beth Prospero
Jersey City, NJ
William Dilodovico
Fort Lauderdale, FL
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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