Richard Davis, financial advisor Boston MA
96 score

Richard Davis

CRD Number: 1082251
Current Firm: Virtus Investment Advisers, Inc.

Richard Davis (CRD# 1082251) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Boston, MA and has over 22 years of experience in the finance industry.

Professional Designations
Company Name Location Dates Years
Vp Distributors LLC Boston, MA Feb 2013 - Current 3
Rampart Investment Management Company Inc. Boston, MA Sep 2009 - Current 7
Unemployed Wellesley, MA May 2009 - Sep 2009 < 1
Natixis Global Associates Boston, MA Sep 2008 - May 2009 < 1
Geode Capital Management Boston, MA Jun 2007 - Sep 2008 1
Unemployed Wellesley, MA Jan 2007 - Jun 2007 < 1
The Colony Group, LLC Boston, MA Apr 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination Mar 1994
Contact Info for Richard R. Davis
Phone Number: 800-248-7971
Firm Website:
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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