David Chong
Financial Advisor,
First Vice President, Wealth Management
Direct:
(212) 893-7518(212) 893-7518
My Mission Statement
My goal is to be your most trusted advisor through understanding your financial situation, providing you with objective advice, a plan and the highest level of service so that you can achieve financial independence
My Story and Services
With over 20 years of experience in the financial services industry, David provides comprehensive wealth strategies and services through a disciplined financial planning approach. Having emigrated to the United States at a young age and seeing his parents work 6 days a week without a retirement plan, David became inspired to develop trust with clients and provide a strategy designed to put them on a course to financial independence.
David truly believes each client is different and begins his strategical approach by starting off with a blank piece of paper and working to customize strategies and plans for each client by thoroughly understanding their goals and risk tolerance. David takes pride in providing a high level of service to his clients, and is always working to make sure that they are benefiting as much as possible from the partnership
A graduate of Bloomsburg University with a BA in History, David currently lives in Summit NJ with his wife of 18 years and their 3 children, 2 boys and a girl as well as a labradoodle named ollie. On his spare time David plays tennis and hockey, and coaches hockey as well. Additionally, David spends time as a backyard beekeeper which he works on with his eldest son.
David truly believes each client is different and begins his strategical approach by starting off with a blank piece of paper and working to customize strategies and plans for each client by thoroughly understanding their goals and risk tolerance. David takes pride in providing a high level of service to his clients, and is always working to make sure that they are benefiting as much as possible from the partnership
A graduate of Bloomsburg University with a BA in History, David currently lives in Summit NJ with his wife of 18 years and their 3 children, 2 boys and a girl as well as a labradoodle named ollie. On his spare time David plays tennis and hockey, and coaches hockey as well. Additionally, David spends time as a backyard beekeeper which he works on with his eldest son.
Securities Agent: CT, NY, MD, IL, OR, VT, OK, CA, SC, NJ, MA, FL, NC, TX, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 2177900
NMLS#: 2177900
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Suite Of Services
As your wealth grows, the complexities and resources needed to manage it effectively grow as well. I deliver innovative strategies that are tailored to your financial goals.
Wealth Management
Wealth management aims to bring all the dimensions of your life together. By understanding the connections of your personal life, family, career and goals, I can develop a comprehensive strategy unique to you.
Professional Portfolio Management
Managing an investment portfolio should be a consultative, disciplined process, taking into consideration the financial markets as well as your investment objectives. I work to create a custom strategy with investment principles that help you reach your financial goals
Cash Management Services
Part of a financial strategy includes having adequate cash flow as well as securing liquidity. I work strategically to reach your cash management as well as borrowing requirements, while considering long term costs and taxes.
Retirement Planning
A key focus is to help you prepare for as well as thrive in retirement. I can manage your retirement plan, assisting you with the transition to retirement securely and confidently.
Estate Planning & Philanthropic Strategies
Delivering an estate to the next generation or to a charity requires much attention. I can help assist you with your estate planning and philanthropic strategy objectives.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 893-7518(212) 893-7518
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
Article Image
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
Article Image
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact David Chong today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
