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
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
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 |
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Total Assets Under Management1,624MILLIONS
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Total Number of Accounts3,556ACCOUNTS
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Average Account Value$456,738
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
CA, CO, DC, FL, HI, MA, NC, NM, NY, OR, SD, TX, UT
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