Elizabeth
Davis

Morgan Stanley

CRD#4569021
Investment Advisor
in Atlanta, GA
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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

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3280 Peachtree Road, Ne Suite 1700
Atlanta, GA 30305

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

GA Average: $7,464,549,021
Total Number of Employees

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA Average: $1,917,921

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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
  • Other

Elizabeth Davis Work History

Elizabeth has 13 years of experience.

2018 - Present (1 year)

Morgan Stanley Private Bank, N.A

2009 - Present (10 years)

Citigroup Global Markets,Inc

2009 - Present (10 years)

Morgan Stanley Smith Barney

2005 - 2009 (4 years)

Ubs Financial Services Inc

2005 - 2009 (4 years)

Ubs Financial Services Inc

Disclosures

Elizabeth Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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