Davis Reyna (CRD# 7577600) is an Investment Advisor Representative working at Morgan Stanley in Saint Simons Island, GA and has 1 year of experience in the finance industry.
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
CRD# 6300746
Synovus Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | St Simons Island, GA | Apr 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | May 2022 - Mar 2023 | < 1 |
Georgia Southern University | Statesboro, GA | Aug 2017 - May 2022 | 4 |
Sea Island | Sea Island, GA | May 2016 - Apr 2022 | 5 |
Southern Property Management Services | Statesboro, GA | May 2021 - Feb 2022 | < 1 |
Glynn Academy | Brunswick, GA | Aug 2013 - May 2017 | 3 |
St. Simons Sweets | St. Simons Island, GA | Jun 2016 - Aug 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- GA
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
- Other
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, WY
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