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 appears to be individually owned and is classified as unclassified in the available data. FINTRX records indicate the adviser does not operate as a capital allocator, is not positioned as a multi-state adviser, and is not identified as a pension consultant or as part of a related-adviser group. The firm is not flagged as an active ESG investor. Public disclosures in FINTRX provide very little detail about Davis Securities' advisory services, client types, or specific 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

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth