Abigail Lauren 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
• 02/2018 → Present
  Morgan Stanley
  Miami, FL
• 02/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2017-05-06 → 2018-02-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA

Other Businesses

1. DJ at different venues; Not Investment related; DJ (proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; playing at a music conference as well as a summer music series

Exams

• S66 Uniform Combined State Law Examination
  2017-05-06

Other Names

• Abigail Lauren Davis