Adviser and broker representative · Morgan Stanley
David J. Betman
CRD 1380281 · West Conshohocken, PA
At a glance
David J. Betman is an investment adviser representative with Morgan Stanley in West Conshohocken, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2007, about 19 years ago. David is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince March 2010West Conshohocken, PA · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.