Alton Davis is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 38 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
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Regulatory History (1)
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Customer Dispute
June 1994Award / Judgment
Other Business Activities
Alton is involved in several rental property businesses and trusts, including properties in Hilton Head, Nantucket, Naples, Aspen and Hinsdale. These activities require minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
October 2016 - Present · 9 yrs 9 mos
Morgan Stanley
October 2016 - Present · 9 yrs 9 mos
Morgan Stanley
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
November 2000 - October 2016 · 15 yrs 11 mos
UBS Financial Services INC.Broker
November 2000 - October 2016 · 15 yrs 11 mos
Salomon Smith Barney INC.Broker
July 1993 - November 2000 · 7 yrs 4 mos
Lehman Brothers INC.Broker
March 1993 - July 1993 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1989 - April 1993 · 3 yrs 10 mos
Painewebber IncorporatedBroker
November 1987 - June 1989 · 1 yr 7 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.