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 has been SEC-registered since 2006. The firm is owned by an individual and is classified in the source data as "Unclassified." The record indicates Davis Securities does not act as a capital allocator, is not flagged as an active ESG investor, is not a multistate adviser, and is not presented as a newly formed adviser, pension consultant, or related adviser. The firm did not provide details about its advisory or business activities in the source material.

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

    Travis Charlton

    Senior Equity Research AnalystCRD 4377498

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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