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David Smith

David Smith

Vice President

Followers of David Smith41 followers
location of David SmithPhiladelphia, Pennsylvania, United States

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  • Timeline

  • About me

    Executive Director | Family Wealth Director | Portfolio Management Director | Private Wealth Advisor at Morgan Stanley

  • Education

    • Columbia Business School

      1996 - 1998
      MBA Finance

      Activities and Societies: Dean's List, Financial Management Association National Honor Society

  • Experience

    • Goldman Sachs

      Aug 1998 - Jul 2020
      Vice President

    • Morgan Stanley

      Jul 2021 - now
      Executive Director | Financial Advisor

      ©2022 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlNMLS#: 2049895 Show less

  • Licenses & Certifications

    • Series 3

      FINRA

    • Series 65

      NASAA

    • Series 7

      FINRA