Leta Davis is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 32 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (1)
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Customer Dispute
September 2008Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - September 2008 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1997 - September 2008 · 11 yrs 1 mo
Smith Barney INC.Broker
January 1995 - August 1997 · 2 yrs 7 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
September 1993 - December 1994 · 1 yr 3 mos
Tucker Anthony IncorporatedBroker
June 1993 - August 1993 · 2 mos
State Registrations40 states
ALARAZCACOCTDCDEFLGAILKSLAMAMDMEMIMOMSNCNHNJNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.