Matthew Davis is a registered investment advisor at Morgan Stanley, based in Santa Rosa, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3562 Round Barn Circle, 1st Floor, Santa Rosa, CA, 95403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a board member for Santa Rosa Memorial Hospital Foundation and a finance committee member for Bennett Valley Community Association. Both roles involve minimal time and are not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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