Stephen H Davis
Director,
Financial Advisor
Direct:
(310) 285-6580(310) 285-6580
Toll-Free:
(800) 458-9838(800) 458-9838
Biography of Stephen H. Davis
Stephen H. Davis Director Wealth Management has been with Morgan Stanley for over a third of a century. Based out of the Beverly Hills office, Steve serves clients throughout the country from The Greater Los Angeles Area to the Bay Area and Silicon Valley, as well as the New York Metro Area, Miami Dade County, and a number of major metropolitan regions in the United States.
Steve Davis built his practice through the ups and downs of the last several decades, guiding his clients through many changes in their lives, building long-time trusted relationships.
Steve is an avid real estate investor. He owns and has developed several properties in southern California; Joshua Tree and Palm Springs among is personal favorites. He is always been fascinated by Architecture and has an acute eye for design.
Outside of his job Steve is involved a number of charitable causes, where he serves as advisor, contributor and fundraiser, including Circle of Friends, the Didi Hirsch Mental Health Services, and the Free Wheelchair Mission in which he completed a mission to Peru.
Health and fitness (physical, emotional, and spiritual) all come into play into Steve’s day to day activities and interactions with his clients. Steve is an avid outdoor enthusiast, and enjoys hiking and camping. Notably, he has completed the 545 miles California AIDS Ride from Los Angeles to San Francisco.
He may take you out for a hike, or for one of the best hamburgers in Los Angeles (Steve is on a mission to try them all).
Steve Davis built his practice through the ups and downs of the last several decades, guiding his clients through many changes in their lives, building long-time trusted relationships.
Steve is an avid real estate investor. He owns and has developed several properties in southern California; Joshua Tree and Palm Springs among is personal favorites. He is always been fascinated by Architecture and has an acute eye for design.
Outside of his job Steve is involved a number of charitable causes, where he serves as advisor, contributor and fundraiser, including Circle of Friends, the Didi Hirsch Mental Health Services, and the Free Wheelchair Mission in which he completed a mission to Peru.
Health and fitness (physical, emotional, and spiritual) all come into play into Steve’s day to day activities and interactions with his clients. Steve is an avid outdoor enthusiast, and enjoys hiking and camping. Notably, he has completed the 545 miles California AIDS Ride from Los Angeles to San Francisco.
He may take you out for a hike, or for one of the best hamburgers in Los Angeles (Steve is on a mission to try them all).
Services Include
- Municipal BondsFootnote1
- Corporate BondsFootnote2
- Fixed IncomeFootnote3
- Certificates of DepositFootnote4
- Cash ManagementFootnote5
- Exchange Traded FundsFootnote6
- Wealth ManagementFootnote7
- Retirement PlanningFootnote8
- Asset Management
- Professional Portfolio ManagementFootnote9
- Stock Plan ServicesFootnote10
- Stock Option PlansFootnote11
Securities Agent: CO, NJ, PA, TN, OR, NC, MT, SC, NY, TX, OH, GA, CT, CA, WY, MA, AR, WA, FL; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
James Schneiderman, Executive Director, Wealth Management
James Schneiderman runs an awarded wealth management practice from the Beverly Hills, CA branch at Morgan Stanley. He serves high net worth clients in major metropolitan areas including Los Angeles, New York City, San Francisco, Washington, DC, New York City and throughout Southern California.
James and our staff in the Beverly Hills office are best described as a boutique wealth management team at a global financial institution that offers family office wealth management and investment services to high net worth individuals and families throughout the United States.
Forbes Magazine has repeatedly ranked James Schneiderman a top advisor, naming him to the Forbes Best In State Wealth Managers list (2018 - 2021) and twice ranking James in Forbes list of America’s Top Next Generation Wealth Advisors (2017 - 2020). In addition to Forbes, James was named a Financial Times Top Advisor in 2015 in the FT 401 Rankings, and most recently On Wall Street Magazine named him in their 2019 listing of Top 40 Advisors Under 40.
Prior to Morgan Stanley, James worked in government relations for an advocacy group representing Fortune 500 companies pursuing their international tax, trade, and finance policy interests before the federal government and members of the foreign diplomatic corps. He received his MA from The Middlebury Institute for International Studies, and his BA from The Citadel, The Military College of South Carolina.
James is an American literature enthusiast with a particular affinity for the works of John Steinbeck. In May 2014 he was cited by Financial Advisor IQ, a Financial Times publication, in “Books That Changed Advisors' Lives” for his appreciation of Steinbeck’s writing and its impact on his success as a Financial Advisor. James finds joy in random acts of charitable giving, yet he is also personally committed to supporting veteran-related charities in honor of his friend and college roommate, a Marine killed in action in 2006 while serving in Operation Iraqi Freedom.
James and our staff in the Beverly Hills office are best described as a boutique wealth management team at a global financial institution that offers family office wealth management and investment services to high net worth individuals and families throughout the United States.
Forbes Magazine has repeatedly ranked James Schneiderman a top advisor, naming him to the Forbes Best In State Wealth Managers list (2018 - 2021) and twice ranking James in Forbes list of America’s Top Next Generation Wealth Advisors (2017 - 2020). In addition to Forbes, James was named a Financial Times Top Advisor in 2015 in the FT 401 Rankings, and most recently On Wall Street Magazine named him in their 2019 listing of Top 40 Advisors Under 40.
Prior to Morgan Stanley, James worked in government relations for an advocacy group representing Fortune 500 companies pursuing their international tax, trade, and finance policy interests before the federal government and members of the foreign diplomatic corps. He received his MA from The Middlebury Institute for International Studies, and his BA from The Citadel, The Military College of South Carolina.
James is an American literature enthusiast with a particular affinity for the works of John Steinbeck. In May 2014 he was cited by Financial Advisor IQ, a Financial Times publication, in “Books That Changed Advisors' Lives” for his appreciation of Steinbeck’s writing and its impact on his success as a Financial Advisor. James finds joy in random acts of charitable giving, yet he is also personally committed to supporting veteran-related charities in honor of his friend and college roommate, a Marine killed in action in 2006 while serving in Operation Iraqi Freedom.
James Schneiderman Named to Forbes Magazine's 2021 List of America's Best In State Wealth Advisors
James M. Schneiderman Recognized By Forbes Magazine2018-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017 , 2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017 , 2020 ). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2015 Financial Times 401 Top Retirement Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2015; data 9/30/13 -9/30/14
Source: Forbes.com (Awarded 2018-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017 , 2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017 , 2020 ). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2015 Financial Times 401 Top Retirement Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2015; data 9/30/13 -9/30/14
Location
9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 285-6580(310) 285-6580
Toll-Free:
(800) 458-9838(800) 458-9838
Fax:
(310) 285-6585(310) 285-6585
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Stephen H Davis today.
1Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
