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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

GAGE CHAMBERS DAVIDSON

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PALM BEACH, FL

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Search this name across graphsid dfx:ria:ca6a33a9-d7e3-b988-64c9-5b1ae40d9f79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Dec 23, 2010
First registration: Mar 19, 2012
Dual registered: yes, broker-dealer
IAPD individual key: 5870998

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 13, 2022	n/a	yes	PALM BEACH, FL	Current employment
MORGAN STANLEY	Wirehouse	Sep 26, 2018	Oct 18, 2022	no	Milwaukee, WI	Previous registration
RUSSELL INVESTMENTS	Asset manager	Apr 25, 2016	Jul 30, 2018	no	Milwaukee, WI	Previous registration
MORGAN STANLEY	Wirehouse	Mar 19, 2012	Apr 29, 2016	no	Waukesha, WI\|Mequon, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 18, 2022	Oct 13, 2022	-5	Firm change	Wirehouse to wirehouse
RUSSELL INVESTMENTS	MORGAN STANLEY	Jul 30, 2018	Sep 26, 2018	58	Firm change	Other
MORGAN STANLEY	RUSSELL INVESTMENTS	Apr 29, 2016	Apr 25, 2016	-4	Firm change	Other

Relationships

Registered with (3)

→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: current employment
Oct 13, 2022 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 26, 2018 to Oct 18, 2022factForm ADV
→ RUSSELL INVESTMENTSRegistered adviserregistration: previous registration
Apr 25, 2016 to Jul 30, 2018factForm ADV

Dated events

Occurred
Oct 18, 2022
Advisor changed firm
Gage Chambers Davidson left Morgan Stanley for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-10-13)
Form ADVobserved 6 days ago