David R Chittenden
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyApr 2024 to now
- UnemployedJan 2024 to Apr 2024
- Northwestern Mutual Wealth Management CompanyAug 2023 to Dec 2023
- James L ErbJul 2023 to Dec 2023
- Northwestern Mutual Investment Services LLCJan 2022 to Jul 2023
- Northwestern Mutual Life Insurance CompanyDec 2021 to Jul 2023
- UnemployedAug 2021 to Dec 2021
- VtechioMar 2021 to Jul 2021
- Crossborder SolutionsDec 2020 to Mar 2021
- Tech DataOct 2017 to Dec 2020
- The EdisonOct 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, 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
- 7463923
- Firm CRD
- 149777