MD
MD

Marcellus Davis

20 Years of Experience
Houston, TX
Broker

Marcellus Davis is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 20 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

2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056

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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

Marcellus is a successor agent in Cypress, Texas, starting in July 2021. This activity is investment-related and occurs during and after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2013 - Present · 13 yrs 4 mos
Morgan StanleyBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Southwest Securities, INC.
August 2010 - January 2013 · 2 yrs 5 mos
Southwest Securities, INC.Broker
August 2010 - January 2013 · 2 yrs 5 mos
AXA Advisors, LLC
September 2009 - August 2010 · 11 mos
AXA Advisors, LLCBroker
July 2009 - August 2010 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
January 2005 - April 2009 · 4 yrs 3 mos
State Registrations17 states
ARCACOFLGAILKSLAMDMOMSNCNYOKTXUTWA
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.