Stephanie L 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

• 07/2021 → 01/2023
  Goldman Sachs
  Salt Lake City, UT
• 08/2020 → 05/2021
  University Of Michigan (Full-Time Education)
  Ann Arbor, MI
• 07/2020 → 08/2020
  Goldman Sachs
  Salt Lake City, UT
• 09/2019 → 04/2020
  University Of Michigan (Full-Time Education)
  Ann Arbor, MI
• 05/2019 → 07/2019
  Hansuke Consulting
  London
• 09/2018 → 05/2019
  University Of Michigan (Full-Time Education)
  Ann Arbor, MI
• 05/2018 → 08/2018
  Morgan Stanley
  Chicago, IL
• 09/2017 → 05/2018
  New York University (Full-Time Education)
  New York, NY
• 05/2017 → 08/2017
  Morgan Stanley
  Chicago, IL
• 08/2016 → 05/2017
  Hinsdale Central High School (Full-Time Education)
  Hinsdale, IL
• 06/2015 → 10/2016
  Ubs
  Oakbrook, IL
• 06/2024 → Present
  Morgan Stanley
  New York, NY
• 01/2023 → 05/2024
  Northern Trust
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-02
• S63 Uniform Securities Agent State Law Examination
  2021-09-03

Other Names

• Stephanie Lynne Davis
• Stephanie Davis