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Joshua F Davila

Morgan Stanley

Boca Raton, FL

CRD 8099372

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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 2026-01-23
FL RA APPROVED 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-23
  • FL RA
    APPROVED
    Since 2026-01-05

Branch Locations

1801 North Military Trail Suite 300, Boca Raton, FL 33431 • 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 Boca Raton FL 06/2025 Present
Winchester Savings Bank Woburn MA 09/2024 05/2025
Bentley University Waltham MA 09/2023 05/2025
Aldora Glass & Aluminum Coral Springs FL 06/2022 05/2023
Marjory Stoneman Douglas High School Parkland FL 08/2019 06/2023
Westglades Middle School Parkland FL 08/2016 06/2019
  • 06/2025 → Present
    Morgan Stanley
    Boca Raton, FL
  • 09/2024 → 05/2025
    Winchester Savings Bank
    Woburn, MA
  • 09/2023 → 05/2025
    Bentley University
    Waltham, MA
  • 06/2022 → 05/2023
    Aldora Glass & Aluminum
    Coral Springs, FL
  • 08/2019 → 06/2023
    Marjory Stoneman Douglas High School
    Parkland, FL
  • 08/2016 → 06/2019
    Westglades Middle School
    Parkland, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-27
  • S66 Uniform Combined State Law Examination
    2025-12-27

View on SEC IAPD

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