Silas
David
Morgan Stanley
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About this Advisor
Silas David is a financial advisor based in Purchase, New York, working with Morgan Stanley. Silas has previously held positions at Morgan Stanley, Bank Of America Merrill Lynch, Target, Cornell University, Summer Discovery: Georgetown University, Valdosta State University Housing & Residence Life, Little Caesar's Pizza, Waffle House, Kids Across America Camps, Cornell University/International Academy Of Financial Consumers, Valdosta State University, Living Faith Tabernacle, and Mount Zion High School. Silas has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Silas is part of Morgan Stanley, which operates out of Purchase, New York. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Silas David Work History
Morgan Stanley
Bank Of America Merrill Lynch
Target
Cornell University/ International Academy Of Financial Consumers
Cornell University
Summer Discovery: Georgetown University
Cornell University
Waffle House
Valdosta State University Housing & Residence Life
Kids Across America Camps
Little Caesar'S Pizza
Valdosta State University
Living Faith Tabernacle
Mount Zion High School
Disclosures
Please visit the SEC profile of Silas David 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
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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