Brian
Davidson

Morgan Stanley

CRD#7494200
Investment Advisor
in Lawrence Township, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Davidson is a financial advisor working in Lawrence Township, New Jersey with a total of 1 year of relevant experience. Davidson is on the advisory team at Morgan Stanley. Over the course of their career, Davidson has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, The Scion Group LLC, National Alumni Association- The University Of Alabama, Bernard'S Township Board Of Education, Ridge Highschool, The University Of Alabama, Finley Enterprise LLC, Bank Of America, N.A and Morgan Stanley. Davidson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and Texas. Morgan Stanley is an advisory business that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in assets among its 2,233,188 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. Morgan Stanley provides a number of services, such as 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. Fees for financial advisory services depend on which services the firm provides the client. However, fees billed by Morgan Stanley likely include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

1200 Lenox Drive Suite 300
Lawrence Township, NJ 08648

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NJ Average: 88
Total Number of Accounts

2,233,188

NJ Average: 3,892
Average Account Size

$530,659

NJ Average: $1,917,921

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

Brian Davidson Work History

Brian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley

2022 - 2022 (< 1 year)

Bank Of America, N.A

2020 - 2022 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

The Scion Group LLC

2018 - 2018 (< 1 year)

National Alumni Association- The University Of Alabama

2017 - 2017 (< 1 year)

Finley Enterprise LLC

2016 - 2020 (4 years)

The University Of Alabama

2014 - 2017 (3 years)

Bernard'S Township Board Of Education

2012 - 2016 (4 years)

Ridge Highschool

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Allan House
Baltimore, MD
Janelle Williams
Billings, MT
Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Daniel Evans
New York, NY
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started