AdFi
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Brian Keith Davis

Investment Adviser Representative at Morgan Stanley

Seattle, WACRD #7496965Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian Keith Davis is an investment adviser representative with Morgan Stanley in Seattle, WA, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 4 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Texas and Washington.

Office

601 Union Street, Two Union Square, Suite 5200
Seattle, WA 98101

Advisors at this office: 140

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas, Washington
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/2/2022
Series 7
General Securities Representative Examination
Passed 2/24/2022
SIE
Securities Industry Essentials Examination
Passed 11/29/2021
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 11/20/2023
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 10/23/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Morgan StanleyCurrent
4/28/2025 – Seattle, WA
Strategic Advisers LLC
3/31/2025 – 4/21/2025Boston, MA
Fidelity Personal AND Workplace Advisors
7/29/2022 – 3/31/2025Romulus, MI
Equitable Advisors, LLC
4/6/2022 – 5/3/2022Bellevue, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Romulus Senior High School
    Sep 2013 – Jun 2017Romulus, MI
  2. McDonalds
    Sep 2016 – Feb 2017Romulus, MI
  3. Risk Security
    Jun 2017 – Jan 2018Rochester, MI
  4. Petco
    Feb 2017 – Jun 2017Westland, MI
  5. Footlocker
    May 2018 – May 2018Taylor, MI
  6. School Craft College
    Jun 2017 – Feb 2018Livonia, MI
  7. Verizon TCC
    Feb 2018 – Aug 2018Livonia, MI
  8. Lansing Community College
    Aug 2018 – Jun 2019Lansing, MI
  9. Tim Miller - State Farm
    Jun 2019 – Jan 2020Lathrup Village, MI
  10. Curtis Wolfe - State Farm
    Jan 2020 – Jan 2022Romulus, MI
  11. Tonya Kellum - State Farm
    Mar 2021 – May 2021Seattle, WA
  12. Bruce Strothers - State Farm
    May 2021 – Oct 2021Shoreline, WA
  13. Doordash
    May 2021 – Jun 2022Shoreline, WA
  14. Equitable Advisors, LLC
    Feb 2022 – May 2022New York, NY
  15. Fidelity Investments
    Jun 2022 – Mar 2025Westlake, TX
  16. Fidelity Investments
    Mar 2025 – Apr 2025Boston, MA
  17. Morgan Stanley
    Apr 2025 – no end date reportedSeattle, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Morgan Stanley

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$10,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23,008
Offices listed on AdvisorFinder:
26
Main office:
Purchase, NY
SEC file number:
801-70103

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

Other advisors at Morgan Stanley

Showing 12 of 23,008 in the directory

View Morgan Stanley firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Keith Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brian Keith Davis (Morgan Stanley) - Fees & Credentials