David Shorr, financial advisor Aventura FL

David Shorr

CRD Number: 1148482
Current Firm: Morgan Stanley

David Shorr (CRD# 1148482) is an Investment Advisor Representative working at Morgan Stanley in Aventura, FL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Sep 2022 - Current 1
Morgan Stanley Smith Barney LLC Aventura, FL Aug 2022 - Current 1
Morgan Stanley Smith Barney LLC Aventura, FL Aug 2022 - Current 1
Ubs Financial Services Inc. New York, NY Jan 2012 - Aug 2022 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S66 NASAA Uniform Combined State Law Examination Jan 2022
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David A. Shorr
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
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 investment companies (as well as "business development companies")
  • 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, WY

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