Pamela Cason 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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Ponte Vedra Beach, FL

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ponte Vedra Beach, FL
• 2005-02-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ponte Vedra Beach, FL
  Ponte Vedra, FL
• 2003-07-01 → 2005-01-10
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
• 1997-01-03 → 2003-07-01
  Prudential Equity Group, Llc
  Jacksonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-19
• S63 Uniform Securities Agent State Law Examination
  1994-08-26

Other Names

• Pamela Joyce Cason