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Gregory Wayne Davis

Morgan Stanley

Fort Worth, TX

CRD 2654997

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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 2020-06-25
LA RA APPROVED 2010-11-12
  • TX RA
    APPROVED
    Since 2020-06-25
  • LA RA
    APPROVED
    Since 2010-11-12

Branch Locations

3230 Camp Bowie Boulevard Suite 625, Fort Worth, TX 76107 • 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 Private Bank, National Association New York NY 01/2015 Present
Morgan Stanley Smith Barney Fort Worth TX 04/2013 Present
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 04/2013 → Present
    Morgan Stanley Smith Barney
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-28
S63 Uniform Securities Agent State Law Examination 1996-09-18
  • S65 Uniform Investment Adviser Law Examination
    1999-04-28
  • S63 Uniform Securities Agent State Law Examination
    1996-09-18
Other Names
  • Gregory W Davis

View on SEC IAPD

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