David Sinensky, CFP®

Experience

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  Dsdj Inc

  Jan 1981 - Jan 1999

  Owner & president

  Developed and owned small chain of Natural and specialty Food stores for 18 years in the midwest, an experience that culminated in the sale of his business to Wild Oats Markets in 1998, a public company.

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  Morgan Stanley

  May 2002 - now

  Senior Vice President, Senior Portfolio Manager, Financial Advisor, CERTIFIED FINANCIAL PLANNER ™

  David strives to provide comprehensive financial strategies for individuals and small businesses in a team environment with Warner Center Wealth Management at Morgan Stanley. The team focuses on investment strategies and portfolio management. "© 2024 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/warner-center-wealth-management. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS#: 1288106 Show less