David GambelinCRD Number: 4577325
Current Firm: Morgan Stanley
David Gambelin (CRD# 4577325) is an Investment Advisor Representative working at Morgan Stanley in San Jose, CA and has over 14 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||1|
|Morgan Stanley Smith Barney||San Jose, CA||Jun 2009 - Current||7|
|Morgan Stanley & Company, Incorporated||San Jose, CA||Apr 2007 - Current||9|
|Morgan Stanley Dw Inc.||San Jose, CA||Jul 2002 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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 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