Eric Davis, financial advisor Boulder CO

Eric Davis

CRD Number: 6065115
Current Firm: Bsw Wealth Partners
Compensation Model: Fee Only

Eric Davis (CRD# 6065115) 

Eric is an Advisor at BSW Wealth Partners where he supports both the advisory team and the investment group through diligent analysis and dedicated service to clients.

 

Prior to joining BSW, he worked as a financial analyst with investment firm, Janus Capital Group and also spent time as an investment banking analyst with Petrie Partners, an oil and gas focused investment bank. Eric then spent a year in southern Spain fulfilling his entrepreneurial itch by starting a craft-beer brewery. 

 

Eric competed for the University of Colorado NCAA ski team and spends most of his time outside the office skiing. Although he thoroughly enjoys speeding downhill on the slopes, his current fascination is finding powder in the backcountry. He also enjoys climbing, mountain biking, traveling and spending time with family.

 

Education, accreditation, leadership and service:

  • BS, with Distinction, University of Colorado – Boulder – Leeds School of Business
  • 2011 NCAA National Champion – Skiing
CONTACT
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Professional Designations
Company Name Location Dates Years
Bsw Wealth Partners Boulder, CO Jan 2019 - Current 5
Bsw Wealth Partners Boulder, CO Jun 2015 - Jan 2019 3
Unemployed Boulder, CO Mar 2015 - Jun 2015 < 1
Eldora Mountain Ski Club Boulder, CO Aug 2013 - Mar 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Eric A. Davis
Phone Number: 303-444-9696
Firm Website: http://www.bsw.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,624
    MILLIONS
  • Total Number of Accounts
    3,556
    ACCOUNTS
  • Average Account Value
    $456,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, HI, MA, NC, NM, NY, OR, SD, TX, UT

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