Andie J 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

• 04/2024 → Present
  Morgan Stanley
  New York, NY
• 10/2022 → 04/2024
  Generation Focus
  New Haven, CT
• 06/2022 → 10/2022
  Unemployed
  New York, NY
• 03/2022 → 06/2022
  General Assembly
  New York, NY
• 02/2021 → 02/2022
  Self Employed Freelancer
  New York, NY
• 02/2021 → 06/2021
  Brave Original Designs
  Venice, FL
• 08/2018 → 12/2021
  University Of Wisconsin-Madison
  Madison, WI
• 05/2018 → 08/2018
  Morgan Stanley
  Chicago, IL
• 05/2017 → 08/2017
  Morgan Stanley
  Chicago, IL
• 08/2014 → 05/2018
  Hinsdale Central High School
  Hinsdale, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-06-22

Other Names

• Andie Jane Davis