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About this Advisor
Elizabeth Davis is a certified financial planner who lives in Atlanta, Georgia. Currently an investment advisor at Morgan Stanley, Davis has 13 years of practice as an investment advisor. Davis maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Davis can work with investors in Georgia and Texas. During their career, Davis has held roles at Ubs Financial Services Inc, Citigroup Global Markets, Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. Morgan Stanley is headquartered in Atlanta, Georgia, and has 702 other offices across the United States. Overall, Morgan Stanley oversees $735 billion in assets dispersed across 1,724,668 accounts and employs more than 26,000 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley offers financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Elizabeth Davis Work History
Elizabeth has 13 years of experience.
Morgan Stanley Private Bank, N.A
Citigroup Global Markets,Inc
Morgan Stanley Smith Barney
Ubs Financial Services Inc
Ubs Financial Services Inc
Elizabeth Davis has no disclosures.
Please visit their SEC profile for more details.