Jonathan N Davidov

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-15
MD	RA	APPROVED	2009-06-01

TX RA
APPROVED_RES

Since 2020-04-15
MD RA
APPROVED

Since 2009-06-01

Branch Locations

1201 Wills Street Suite 700, Baltimore, MD 21231 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Baltimore	MD	06/2009	Present
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney Llc

Baltimore, MD
01/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2006-02-21 → 2009-06-01

Citigroup Global Markets Inc.

Baltimore, MD

New York, NY

Baltimore, MD
1999-01-01 → 2006-02-21

Legg Mason Wood Walker, Incorporated

Baltimore, MD

Other Businesses

(1) Davidov Investment LLC; Owings Mills, MD; Owner; Start July 2012; Invest in Real Estate; During business hours: 0; After business hours: 0. (2) 173441 - Sinai Hospital; Not Investment Related; Baltimore, MD; Non-Profit; Board Member; Start July 2020; During business hours: 2; After business hours: 0; Board members are responsible for helping to set the strategy of the organization. (3) 482569 - Trust; Investment Related; Baltimore, MD; Start March 2022; During business hours: 1; After business hours: 0. (4) *402316- LifeBridge Health; Investment related: No; Baltimore, Maryland; Health and Welfare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 4; After business hours: 2; Administrative:Accounting/Bookkeeping:Fundraising:Business Development/Growth (5) 609453 - Chill Ice Cream Solutions; Investment Related; Owings Mills, MD; Manufacturing, Wholesale/Distribution; Board Member; Start September 2024; During business hours: 0; After business hours: 2; I will be one of 4 owners and all owners are on the board. The board will consult on strategy and provide advice based on my previous experience. I will not have a day to day role nor handle any money.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-02-05
S63	Uniform Securities Agent State Law Examination	1994-02-18

S65 Uniform Investment Adviser Law Examination

1997-02-05
S63 Uniform Securities Agent State Law Examination

1994-02-18

View on SEC IAPD