Michelle Ann 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

• 12/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Vero Beach, FL
• 11/2016 → 05/2021
  Wells Fargo Clearing Services, Llc
  Vero Beach, FL
• 05/2021 → Present
  Morgan Stanley Smith Barney Llc
  Vero Beach, FL
• 07/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-12-10 → 2021-05-26
  Wells Fargo Clearing Services, Llc
  Coral Gables, FL
  Orlando, FL
  Vero Beach, FL
  Vero Beach, FL
  Vero Beach, FL
  Vero Beach, FL
• 2010-09-14 → 2015-12-21
  Ubs Financial Services Inc.
  Miami, FL
• 2006-08-24 → 2010-09-07
  Morgan Keegan & Company, Llc
  Coral Gables, FL
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-08-22
• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Other Names

• Michelle Ann Stanislawczyk
• Michelle Ann Stanislawczyk
• Michelle Ann Davis
• Michelle Ann Ann Davis