Desiree Davenhill is a registered investment advisor at Morgan Stanley, based in Lake Oswego, OR, with 18 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
4800 Meadows Road, Suite 400, Lake Oswego, OR, 97035
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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 Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Clearview Wealth Advisors, LLC
September 2021 - September 2022 · 1 yr
Securities America Advisors, INC.
November 2020 - April 2021 · 5 mos
Securities America, INC.Broker
November 2020 - April 2021 · 5 mos
Kms Financial Services, INC.Broker
September 2020 - November 2020 · 2 mos
Kms Financial Services, INC
September 2020 - November 2020 · 2 mos
Wells Fargo Clearing Services, LLC
April 2011 - September 2020 · 9 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2020 · 12 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
December 2006 - January 2008 · 1 yr 1 mo
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.