David Yost, financial advisor Dallas TX
93 score

David Yost

CRD Number: 1056366
Current Firm: Morgan Stanley

David Yost (CRD# 1056366) is an Investment Advisor Representative working at Morgan Stanley in Dallas, TX and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Dallas, TX Jun 2009 - Current 7
Citigroup Global Markets Inc. Dallas, TX Oct 1998 - Current 18
Carter Financial Capital Partners Inc. Dallas, TX Jan 1990 - Oct 2007 17
David Yost Assoc. W/cfm Dallas, TX Jul 1988 - Oct 2007 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
Contact Info for David A. Yost
Phone Number: 914-225-5510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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