David
Cramer

Morgan Stanley

CRD#2094263
Investment Advisor
in Muskegon, MI

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About this Advisor

David Cramer is a financial advisor who works in Muskegon, Michigan, who has been in the financial industry for 11 years. Cramer is an advisor for Morgan Stanley. The advisor has gained experience at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Cramer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan and Texas. Morgan Stanley is an advisory business that has its headquarters in Muskegon, Michigan. The investment advisory business has offices in 726 locations and a total of 25,600 advisors. It manages $904 billion in assets under management among its 1,863,328 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 313 charities and foundations. Of its 1,863,328 accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm offers 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. Financial advisory fees largely are based on which services the firm provides the client. Fees billed by Morgan Stanley most likely are comprised of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

800 Ellis Road Suite 125
Muskegon, MI 49441

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

MI Average: 88
Total Number of Accounts

1,863,328

MI Average: 3,892
Average Account Size

$485,315

MI 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 Cramer Work History

David has 11 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, N.A

2009 - Present (12 years)

Morgan Stanley Smith Barney LLC

Disclosures

David Cramer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

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Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
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Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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