David William Schrager

CRD 2312309 · Morgan Stanley · Palm Desert, CA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 10Series 9SIESeries 7
Registered states (31): Arizona · California · Colorado · Florida · Georgia · Hawaii · Illinois · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Nebraska · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2312309 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (9)

From the source registration record · current first

Morgan StanleyCurrent
Palm Desert, CA · IA capacity

Apr 2, 2012 → present
Wells Fargo Advisors, LLC
BD capacity

Jan 3, 2011 → Apr 4, 2012
Wells Fargo Advisors, LLC
IA capacity

Jan 3, 2011 → Apr 4, 2012
Wells Fargo Investments, LLC
IA capacity

May 15, 2001 → Jan 3, 2011
Wells Fargo Investments, LLC
BD capacity

May 2, 2001 → Jan 3, 2011
Wells Fargo Securities Inc.
BD capacity

Jul 15, 1996 → May 2, 2001
First Interstate Investments,inc.
BD capacity

Nov 27, 1995 → Jul 15, 1996
White Securities, Inc.
BD capacity

Sep 20, 1993 → Nov 14, 1995
Chatfield Dean & Co., Inc.
BD capacity

Feb 5, 1993 → Sep 17, 1993

Source & corrections

Where this page comes from

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