DAVIS SECURITIES LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
138829
Registered since
May 31, 2006

Firm profile

FINTRX

Overview

Davis Securities LLC is organized as a limited liability company and is SEC-registered since 2006. Ownership is listed as individual; beyond that the firm is categorized as "Unclassified" in the FINTRX snapshot. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is also not recorded as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not provide details on the firm’s client segments, fee model, or specific advisory and business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ERIC DAVIS

    CEO, Investment AdvisorCRD 1812949

Contacts

2 of 2
  • MARIA TINGOLI

    Operations AssociateCRD 1598620

  • TRAVIS CHARLTON

    Senior AnalystCRD 4377498

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
31 W 34th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth