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David T
Series 63, Series 65
Montecito, CA
Morgan Stanley
David Trogan Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves as a board member for Laguna Blanca School in Santa Barbara, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning tools and a variety of investment solutions.
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