Susan Joan 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

• 07/2015 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 10/2015 → 05/2025
  Bank Of America, N.A.
  Paramus, NJ
• 05/2025 → Present
  Morgan Stanley Smith Barney Llc
  Paramus, NJ
• 07/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-07-21 → 2025-06-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 2012-07-12 → 2015-07-29
  Ubs Financial Services Inc.
  New York, NY
  Paramus, NJ
  Paramus, NJ
• 2009-06-01 → 2012-07-17
  Morgan Stanley
  Paramus, NJ
• 2007-10-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ridgewood, NJ

Other Businesses

*642666 - True North Mahwah; Investment related: Yes; Mahwah; New Jersey; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2019; During business hours: 2; After business hours: 1;Property Management *642664- SAGAMA; Investment related: Yes; Teaneck; New Jersey; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/1995; During business hours: 0; After business hours: 0; I am a partner in SAGAMA LLC that owns my husband's building, I collect rent only

Exams

• S66 Uniform Combined State Law Examination
  2007-10-22

Other Names

• Susan Joan Agner
• Susan J Davis