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Elizabeth G Davis

Morgan Stanley

Atlanta, GA

CRD 4569021

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-02-07
GA RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2014-02-07
  • GA RA
    APPROVED
    Since 2009-06-01

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Atlanta GA 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 09/2018 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Atlanta, GA
  • 09/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Other Businesses

*517393 - Trust; Investment related: Yes; Atlanta, Georgia; Trust; Trustee/Co-Trustee; 10/2010; During business hours: 0; After business hours: 0;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-30
  • S66 Uniform Combined State Law Examination
    2002-09-30
Designations
  • Certified Financial Planner
Other Names
  • Elizabeth Graham
  • Elizabeth H Graham

View on SEC IAPD

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