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Dana Kris Davis

Morgan Stanley

Troy, MI

Bloomfield Hills, MI

CRD 3185150

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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 2020-03-26
MI RA APPROVED 2019-01-04
  • TX RA
    APPROVED
    Since 2020-03-26
  • MI RA
    APPROVED
    Since 2019-01-04

Branch Locations

101 West Big Beaver Road Suite 1200, Troy, MI 48084 • United States

40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • 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 Troy MI 09/2010 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-04
S63 Uniform Securities Agent State Law Examination 1999-04-26
  • S66 Uniform Combined State Law Examination
    2019-01-04
  • S63 Uniform Securities Agent State Law Examination
    1999-04-26
Other Names
  • Dana Kris Stallman

View on SEC IAPD

Nearby Firms

COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN

Nearby Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI

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