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About this Advisor
David Stella is a certified financial planner who works out of Orlando, Florida, who has 10 years of work experience. Stella is an employee of Morgan Stanley. Stella has gained experience at Wachovia Bank, N.A, Wells Fargo Advisors LLC, Morgan Stanley Private Bank, National Association and Morgan Stanley. Stella holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Morgan Stanley is an advisory company that has its headquarters in Orlando, Florida. The company has offices in 702 locations and a total of 26,000 employees. It manages $735 billion in assets under management among its 1,724,668 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 283 charities and foundations. The company provides a number 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 management fees usually vary depending on the financial services provided. However, fees charged by Morgan Stanley most likely consist of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
David Stella Work History
David has 10 years of experience.
Morgan Stanley Private Bank, National Association
Wells Fargo Advisors LLC
Wachovia Bank, N.A
David Stella has no disclosures.
Please visit their SEC profile for more details.