Richard DavisCRD 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 23 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Vp Distributors LLC||Boston, MA||Feb 2013 - Current||5|
|Rampart Investment Management Company Inc.||Boston, MA||Sep 2009 - Current||8|
|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|
Total Assets Under Management29,781MILLIONS
Total Number of Accounts119ACCOUNTS
Average Account Value$250,257,891
- A percentage of assets under your management
- 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)
CA, CT, FL, GA, KS, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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