Ronald Davis is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 55 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
5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244
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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
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 1983 - June 2009 · 25 yrs 10 mos
Citigroup Global Markets INC.Broker
April 1978 - June 2009 · 31 yrs 2 mos
Dean Witter Reynolds INC.Broker
February 1978 - April 1978 · 2 mos
Dean Witter & CO. IncorporatedBroker
August 1974 - February 1978 · 3 yrs 6 mos
W. E. Hutton & CO.Broker
November 1970 - August 1974 · 3 yrs 9 mos
State Registrations11 states
CACOGAKSMENCNMNVNYTNTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.