Alexander Hamilton 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

• 01/2015 → Present
  Morgan Stanley
  Greenwich, CT
• 04/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*262692 - Delafield Island Tax District; Investment related - No; Darien, Connecticut; Government; Official Role with Political Organization (e.g. Treasurer, Finance Chair, Chief of Staff), President (proprietor, partner, officer, director, employee, trustee, agent); 06/2016; During business hours: 1; After business hours: 3; Administrative, Check Signing/Funds Disbursements *490346- Trust; Investment related Yes; Bellevue, Washington; Trust; Trustee/Co-Trustee; 11/2015; During business hours: 0.25; After business hours: 0.25; *688599 - Darien Republican Town Committee; Investment Related - No; Darien, Connecticut; Civic/Religious/Community; Committee Member, Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2026; During Business Hours: 2; After Business Hours: 6; Business Development/Growth, Administrative, Fundraising, Sales/Marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-23
• S63 Uniform Securities Agent State Law Examination
  1996-03-04

Other Names

• Alex Davidson