Michelle Davis is a registered investment advisor at Morgan Stanley, based in Vero Beach, FL, with 25 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
3525 Ocean Drive, Vero Beach, FL, 32963
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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 StanleyBroker
May 2021 - Present · 5 yrs
Morgan Stanley
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2015 - May 2021 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLC
December 2015 - May 2021 · 5 yrs 5 mos
UBS Financial Services INC.
September 2010 - December 2015 · 5 yrs 3 mos
UBS Financial Services INC.Broker
September 2010 - December 2015 · 5 yrs 3 mos
Morgan Keegan & Company, INC.
August 2006 - September 2010 · 4 yrs 1 mo
Morgan Keegan & Company, INC.Broker
July 2005 - September 2010 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2005 - July 2005 · 3 mos
Morgan Stanley Dw INC.Broker
March 2003 - March 2005 · 2 yrs
Robert W. Baird & CO. IncorporatedBroker
August 2000 - August 2001 · 1 yr
Dean Witter Reynolds INC.Broker
May 1999 - July 2000 · 1 yr 2 mos
State Registrations18 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.