Lovetta
Davies

Morgan Stanley

CRD#5493373
Investment Advisor
in Lawrence Township, NJ

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About this Advisor

Lovetta Davies is a financial advisor operating out of Lawrence Township, New Jersey, with 5 years of industry experience. Davies is currently employed by Morgan Stanley. During their career, the advisor has held roles at Johnson & Johnson (Kelly Services), Hines, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Morgan Stanley Smith Barney LLC. Davies has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in New Jersey, Pennsylvania and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 people on staff. It controls $1 trillion in assets under management among its 2,233,188 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Morgan Stanley provides a diverse assortment 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 management typically are based on which services the firm provides the client. Fees billed by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Office Location

1200 Lenox Drive Suite 300
Lawrence Township, NJ 08648

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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

Lovetta Davies Work History

Lovetta has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Morgan Stanley Smith Barney LLC

2017 - 2017 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2017 (< 1 year)

Bank Of America, N.A

2013 - 2017 (4 years)

Hines

2012 - 2013 (1 year)

Johnson & Johnson (Kelly Services)

*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 Lovetta Davies 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

Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Margret Birch
Oak Brook, IL
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.

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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.

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