David MoroskyCRD Number: 728118
Current Firm: Wells Fargo Advisors Financial Network, LLC
David Morosky (CRD# 728118) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in New Albany, OH and has over 41 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Lpl Financial LLC
|Wells Fargo Advisors Financial Network, LLC||New Albany, OH||Feb 2018 - Current||4|
|Bank Of America,na||Dublin, OH||Dec 2009 - Feb 2018||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dublin, OH||Oct 2008 - Feb 2018||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1981|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management102,527MILLIONS
Total Number of Accounts222,705ACCOUNTS
Average Account Value$460,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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