Amanda M Davis

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	2020-04-23
NC	RA	APPROVED	2016-08-19

TX RA
APPROVED_RES

Since 2020-04-23
NC RA
APPROVED

Since 2016-08-19

Branch Locations

6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Charlotte	NC	04/2014	Present

04/2014 → Present

Morgan Stanley

Charlotte, NC

Other Businesses

1.AVON INDEPENDENT SALES REPRESENTATIVE- NOT INVESTEMENT RELATED, WORK OUT OF HOME, COSMETICS SALES, 03/2013- LESS THAN 20 HOURS A WEEK- NON TRADE HOURS; PROMOTE AND SELL AVON PRODUCTS 2. *388266- Krafty Creations LLC; Investment related-No; Charlotte, North Carolina; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 25; Sales/Marketing

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-19

S66 Uniform Combined State Law Examination

2016-08-19

View on SEC IAPD