David
Frizzell

Morgan Stanley

CRD#732080
Investment Advisor
in Bonita Springs, FL
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About this Advisor

David Frizzell is a financial advisor based out of Bonita Springs, Florida, who has 18 years in the industry. Frizzell is an advisor for Morgan Stanley. During their career, Frizzell has held roles at Raymond James & Associates, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Frizzell holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Michigan, Texas and Indiana. Morgan Stanley is a financial advisory business that has its headquarters in Bonita Springs, Florida. The firm has offices in 702 locations and a total of 26,000 advisors. It manages $735 billion in assets among its 1,724,668 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 283 charities and foundations. The business performs a diverse array of services, such as 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. Financial advisory fees typically vary depending on the services provided. However, fees billed by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 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

Disclosures

No

Office Location

Bonita Springs, FL

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

FL Average: 88
Total Number of Accounts

1,815,592

FL Average: 3,892
Average Account Size

$401,659

FL Average: $1,917,921

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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 Frizzell Work History

David has 18 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2011 - Present (8 years)

Morgan Stanley Smith Barney

2000 - 2011 (11 years)

Raymond James & Associates

Disclosures

David Frizzell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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