David
Austin

Morgan Stanley

CRD#2167814
Investment Advisor
in Atlanta, GA
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About this Advisor

David Austin is a chartered financial consultant working out of Atlanta, Georgia, who has been in the financial industry for 16 years. Austin is an employee of Morgan Stanley. Throughout their career, they have worked at Ha & W Wealth Management, LLC, Securities America Inc, Ha&W Risk Management, Triad Advisors, Inc, Fsc Securities, Purshe Kaplan Sterling Investments, Morgan Stanley and Morgan Stanley Private Bank, National Association. Austin has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Georgia and Texas. Morgan Stanley is a registered investment firm based in Atlanta, Georgia. The firm has offices in 702 locations and a total of 26,000 financial advisors. It administers $735 billion in assets under management among its 1,724,668 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 283 charities and foundations. The advisory firm provides 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 charged by financial advisors typically depend on the type of services provided. However, fee types billed by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

16 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

Yes

Office Location

5 Concourse Parkway - Suite 2000
Atlanta, GA 30328

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA 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 Austin Work History

David has 16 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2014 - Present (5 years)

Morgan Stanley

2012 - 2014 (2 years)

Purshe Kaplan Sterling Investments

2010 - 2011 (1 years)

Fsc Securities

2009 - 2010 (1 years)

Triad Advisors, Inc

2005 - 2009 (4 years)

Securities America Inc

2002 - 2014 (12 years)

Ha & W Wealth Management, LLC

2002 - 2014 (12 years)

Ha&W Risk Management

Disclosures

David Austin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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