Lombard Advisers
47yrs
Top advisor by experience in Baltimore
26yrs
Based in Baltimore, Maryland, David Mott is a fiduciary financial advisor with 26 years of industry experience. David has been with Morgan Stanley since 2013; before that, David spent four years at Ameriprise Financial Services and six years at Ameriprise Advisor Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 710 advisors with offices in Baltimore, and one of 650 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office1201 Wills Street Suite 700, Baltimore, MD 21231
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowMorgan StanleyCurrent firm
- 2009 – 2013Ameriprise Financial Services, LLCPreviously
- 2003 – 2009Ameriprise Advisor Services, Inc.Previously
- Jun 2003 – Dec 2003Choreo, LLCPreviously
Contact David
(914) 225-5510Firm headquarters in Purchase, NY. Ask for David. 1201 Wills Street Suite 700Baltimore, MD 21231Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Morgan Stanley at (914) 225-5510 and ask for David Mott. David works from the Baltimore, MD office.
How long has David been a financial advisor?
David has been in the industry since 2000, about 26 years. Top 24% by experience nationwide.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
UBS Financial Services
45yrs
Top 1% by experience in Baltimore
Merrill
45yrs
Top 1% by experience in Baltimore
LPL Financial
45yrs
Top 1% by experience in Maryland
Lombard Advisers
45yrs
Top 1% by experience in Baltimore
Truist Advisory Services
45yrs
Top 1% by experience at Truist Advisory Services