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Erika L. Davis

Morgan Stanley

Folsom, CA

CRD 3154112

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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 2022-10-13
CA RA APPROVED 2021-01-04
  • TX RA
    APPROVED
    Since 2022-10-13
  • CA RA
    APPROVED
    Since 2021-01-04

Branch Locations

2365 Iron Point Road Suite 235, Folsom, CA 95630 • 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 Smith Barney Llc Folsom CA 06/2009 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Folsom, CA
Previous Registrations
  • 2008-01-04 → 2009-06-01
    Morgan Stanley & Co. Llc
    Auburn, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-04
S63 Uniform Securities Agent State Law Examination 2002-02-07
  • S65 Uniform Investment Adviser Law Examination
    2021-01-04
  • S63 Uniform Securities Agent State Law Examination
    2002-02-07
Other Names
  • Erika Leinberger
  • Erika L Davis

View on SEC IAPD

Nearby Firms

U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC

Nearby Investors

Katie Louise Latour
Harold Kuk Rhee
Edwin Shanil Kumar

Nearby Offices

U.S. BANCORP ADVISORS, LLC · Folsom, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOLSOM, CA
J.P. MORGAN SECURITIES LLC · FOLSOM, CA

More in Folsom, CA

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