Alton Theodore Davis

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2000 → 10/2016
  Ubs Financial Services Inc
  Oakbrook Terrace, IL
• 10/2016 → Present
  Morgan Stanley
  Chicago, IL
• 12/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2000-11-28 → 2016-10-25
  Ubs Financial Services Inc.
  Evergreen, CO
  Evergreen, CO
  Oakbrook Terrace, IL
  Oakbrook Terrac, IL

Other Businesses

*542457- Trust; Investment related-Yes; Naples, Florida; 11/2022; During business hours: 1; After business hours: 0 *542464- Trust ; Investment related-Yes; Naples, Florida; 11/2022; During business hours: 1; After business hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-23
• S63 Uniform Securities Agent State Law Examination
  1987-12-17

Other Names

• Ted Davis
• Alton T Davis
• Alton T Davis