Top Wealth + Best-in-State · rank 1 · Atlanta, Georgia · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “David Skid, a Financial Advisor, in the Firm's Wealth management office in Atlanta, Georgia, has been promoted to Managing Director.” — professional_press
- Firm type — wirehouse (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
- Team name — Vantage Wealth Management (high)
- “Vantage Wealth Management | Atlanta, GA | Morgan Stanley Wealth Management” — firm_official
- “David Skid, CFA®, CFP® - Managing Director, Family Wealth Director, Financial Advisor - Morgan Stanley” — social_or_third_party_db
- Team size — 4 (low)
- “Vantage Wealth Management operates as a Morgan Stanley-affiliated wealth management team based in Atlanta.” — forbes_shook
- CRD — 4558034 (high)
- “"basicInformation": {"individualId": 4558034, "firstName": "DAVID", "middleName": "AARON", "lastName": "SKID", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "11/17/2006"}” — sec_finra_regulatory
- Years experience — 19 (high)
- “"daysInIndustryCalculatedDate": "11/17/2006"” — sec_finra_regulatory
- “David, who has been with Morgan Stanley Wealth Management since 2006, is a native of Omaha, Nebraska.” — professional_press
- Designations — CFA, CFP, other:Family Wealth Director (high)
- “David is a Chartered Financial Analyst and Certified Financial Planner.” — professional_press
- “David Skid, CFA®, CFP® - Managing Director, Family Wealth Director, Financial Advisor - Morgan Stanley” — social_or_third_party_db
Book of business
- Team AUM ($M) — 2100 (high)
- “"Team Assets (Custodied)":"$2.1B"” — forbes_shook
- Account minimum ($M) — 3 (high)
- “"Minimum account size for new business":"$3M"” — forbes_shook
- Typical client net worth ($M) — 17.5 (high)
- “"Typical Net Worth of Relationships":"$10-25M"” — forbes_shook
- Client niche — high net worth and multi-generational families (medium)
- “David Skid is a Managing Director and Financial Advisor with Vantage Wealth Management at Morgan Stanley who works in investment strategies and comprehensive financial planning for high net worth and multi-generational f” — social_or_third_party_db
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/vantage-wealth-management (high)
- “Vantage Wealth Management | Atlanta, GA | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/davidskidvwm-ms/ (high)
- “David Skid, CFA®, CFP® - Managing Director, Family Wealth Director, Financial Advisor - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 250 Private Wealth Management Team (2025), Morgan Stanley President's Club, Promoted to Managing Director, Morgan Stanley (2019) (medium)
- “The team has earned recognition as a Forbes Best‑in‑State Wealth Management Team in Georgia (2023–2026), a Forbes America's Top Wealth Management Team (2024–2025), and a Barron's Top 250 Private Wealth Management Team (2” — firm_official
- “David Skid Named to President's Club at Morgan Stanley Wealth Management” — general_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search