Brian Keith Davis
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyApr 2025 to now
- Fidelity InvestmentsJun 2022 to Apr 2025
- Equitable Advisors, LLCFeb 2022 to May 2022
- DoordashMay 2021 to Jun 2022
- Bruce Strothers - State FarmMay 2021 to Oct 2021
- Tonya Kellum - State FarmMar 2021 to May 2021
- Curtis Wolfe - State FarmJan 2020 to Jan 2022
- Tim Miller - State FarmJun 2019 to Jan 2020
- Lansing Community CollegeAug 2018 to Jun 2019
- FootlockerMay 2018 to May 2018
- Verizon TccFeb 2018 to Aug 2018
- School Craft CollegeJun 2017 to Feb 2018
- Risk SecurityJun 2017 to Jan 2018
- PetcoFeb 2017 to Jun 2017
- McdonaldsSep 2016 to Feb 2017
- Romulus Senior High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7496965
- Firm CRD
- 149777