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DP
DP

David Joseph Przybylski

Smith Moore & CO.
27 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingInsurance Planning
Smith Moore & CO.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
3,901 clients
Average Client Portfolio
$515K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None

Location

40 Corporate Woods, 9401 Indian Creek Parkway Suite 1050, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Smith, Moore & CO.Broker
June 2009 - Present · 16 yrs 8 mos
Smith Moore & CO.
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - July 2009 · 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2002 - April 2007 · 4 yrs 8 mos
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
American Century Investment Services INC.Broker
October 1997 - September 2001 · 3 yrs 11 mos
State Registrations14 states
CACOFLGAIAILKSMAMEMONENHOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.