Marshall Thomas Davidson

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

• 03/2011 → Present
  Morgan Stanley Smith Barney
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*440278 - Estate ; Investment related - Yes; Key West, Florida; 06/2021; During business hours: 5; After business hours: 0 *518551 - Trust; Investment related: Yes; Norwalk, Connecticut; Trust; Trustee/Co-Trustee; 02/2022; During business hours: 1; After business hours: 0;

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-03-18