David AmbartsumianCRD Number: 6766630
Current Firm: Morgan Stanley
David Ambartsumian (CRD# 6766630) is an Investment Advisor Representative working at Morgan Stanley in Philadelphia, PA and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Morgan Stanley Private Bank, N.a||New York, NY||Jul 2022 - Current||< 1|
|Morgan Stanley Smith Barney LLC||Philadelphia, PA||Jun 2022 - Current||< 1|
|Bank Of America, N.a.||Philadelphia, PA||Jan 2019 - Jun 2022||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Philadelphia, PA||Dec 2018 - Jun 2022||3|
|Mutual Of Omaha Investor Services||Blue Bell, PA||Mar 2017 - Dec 2018||1|
|Mutual Of Omaha Insurance Company||Blue Bell, PA||Oct 2016 - Dec 2018||2|
|Pa Army National Guard||Elizebethtown, PA||Nov 2011 - Nov 2017||6|
|Drexel University||Philadelphia, PA||Jan 2012 - Dec 2015||3|
|Park Ops||Philadelphia, PA||Oct 2014 - Apr 2015||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
|S63||Uniform Securities State Law Examination||Mar 2019|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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