Garrett Davis (CRD# 5545166) is an Investment Advisor Representative working at Sterling Capital Management LLC in Jupiter, FL and has over 14 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sterling Capital Distributors, LLC | Jupiter, FL | Sep 2020 - Current | 3 |
| Sterling Capital Management LLC | Jupiter, FL | Aug 2020 - Current | 3 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Oct 2018 - Jul 2020 | 1 |
| Securevest Financial Group, Inc. | Boca Raton, FL | Jan 2010 - Sep 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- FL
-
Total Assets Under Management66,746MILLIONS
-
Total Number of Accounts3,215ACCOUNTS
-
Average Account Value$20,760,956
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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