Thomas DavisCRD Number: 3179947
Current Firm: Morgan Stanley
Thomas Davis (CRD# 3179947) is an Investment Advisor Representative working at Morgan Stanley in Pleasanton, CA and has over 13 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Fairway Asset Management, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||1|
|Morgan Stanley Smith Barney||Pleasanton, CA||Jun 2009 - Current||7|
|Morgan Stanley & Company, Incorporated||Pleasanton, CA||Apr 2007 - Current||9|
|Morgan Stanley Dw Inc.||Pleasanton, CA||Jan 1999 - Apr 2007||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV