David D Castaneda
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 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
13 years in the industry.
- Morgan StanleyJan 2025 to now
- J.P. Morgan Securities LLCSep 2024 to Jan 2025
- JPMorgan Chase Bank, N.A.Sep 2024 to Jan 2025
- Morgan StanleyJul 2022 to Sep 2024
- Northwestern MutualJun 2021 to Jul 2021
- Fordham UniversityAug 2019 to Dec 2022
- Woodlands Middle/high SchoolOct 2018 to Aug 2019
- Jake's Wayback BurgersAug 2018 to Oct 2018
- Woodlands Middle/high SchoolSep 2017 to Aug 2018
- Vietnam's CentralJun 2017 to Sep 2017
- Woodlands Middle/high SchoolJun 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (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
- 7585757
- Firm CRD
- 149777