David Strandin, financial advisor Fort Worth TX
90 score

David Strandin

CRD Number: 6030486
Current Firm: Morgan Stanley

David Strandin (CRD# 6030486) is an Investment Advisor Representative working at Morgan Stanley in Fort Worth, TX and has over 4 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 Fort Worth, TX Aug 2014 - Current 2
First Command Financial Services, Inc. Fort Worth, TX Oct 2012 - May 2014 1
First Command Financial Planning, Inc. Fort Worth, TX Oct 2012 - Apr 2014 1
First Command Fort Worth, TX Feb 2012 - Oct 2012 < 1
Express LLC Abilene, TX Aug 2011 - Jan 2012 < 1
Un-employed Abilene, TX Sep 2010 - Jul 2011 < 1
Self Employed Weatherford, TX Feb 2010 - Aug 2010 < 1
Clubfit Golf Tour Vans Export, PA Aug 2009 - Jan 2010 < 1
Unemployed Weatherford, TX Feb 2008 - Jul 2009 1
Self Employed Weatherford, TX Dec 2006 - Jan 2008 1
Lost Creek Golf Club Aledo, TX Jan 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for David A. Strandin
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
90
Clean Record
This advisor has a clean track record with regulators.

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