Gregory Davis is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 29 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
Loading...
Location
3230 Camp Bowie boulevard, Suite 625, Fort Worth, TX, 76107
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2010 - Present · 15 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
April 1999 - February 2006 · 6 yrs 10 mos
H.D. Vest Investment Securities, INC.Broker
April 1998 - May 1999 · 1 yr 1 mo
Intersecurities, INC.Broker
May 1996 - December 1997 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
November 1995 - January 1996 · 2 mos
Ids Life Insurance CompanyBroker
November 1995 - January 1996 · 2 mos
State Registrations15 states
AZCACOCTFLGALAMAMDMOMSNCTNTXVA
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.