MD
MD

Marshall Davidson

34 Years of Experience
New York, NY
Broker

Marshall Davidson is a registered investment advisor at Morgan Stanley, based in New York, NY, with 34 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Marshall is involved with an estate in Key West, Florida since June 2021, and serves as a trustee/co-trustee for a trust in Norwalk, Connecticut since February 2022. These activities require minimal time.

Employment History
Current Registrations
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
January 1995 - March 2011 · 16 yrs 2 mos
Kidder, Peabody & CO. IncorporatedBroker
March 1994 - January 1995 · 10 mos
Dean Witter Reynolds INC.Broker
January 1992 - March 1994 · 2 yrs 2 mos
State Registrations22 states
ALARAZCACOCTFLGAMAMDMNNCNHNJNYPARITXUTVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.