Don Davis is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1550 Market Street, Suite 600, Denver, CO, 80202
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Regulatory History (2)
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Customer Dispute
December 2004Denied
Customer Dispute
February 2002Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2001 - June 2009 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
October 1992 - July 1993 · 9 mos
Dean Witter Reynolds INC.Broker
January 1988 - October 1992 · 4 yrs 9 mos
First Equity Corporation of FloridaBroker
July 1987 - December 1987 · 5 mos
Anchor National Financial Services, INC.Broker
April 1986 - July 1987 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
December 1984 - October 1992 · 7 yrs 10 mos
Painewebber IncorporatedBroker
April 1983 - December 1984 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.