David John Allan
Investment adviser representative at Morgan Stanley
15 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Morgan StanleyAug 2025 to now
- Morgan Stanley & Co. LLCAug 2024 to Aug 2025
- Morgan StanleyFeb 2022 to Aug 2024
- Morgan StanleyNov 2020 to Jan 2022
- Fairfield UniversityAug 2020 to Nov 2020
- United Parcel ServiceJun 2020 to Aug 2020
- Fairfield UniversitySep 2019 to Jun 2020
- Aquarion Water CompanyJun 2019 to Sep 2019
- Fairfield UniversitySep 2018 to Jun 2019
- Crane WoodworkingJun 2018 to Sep 2018
- Full-time EducationJan 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7309098
- Firm CRD
- 149777