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Donald Davey, financial advisor Neptune Beach FL

Donald Davey

CRD Number: 3038288
Current Firm: Disciplined Equity Management, Inc.
Compensation Model: Fee Only

Donald Davey (CRD# 3038288) is the founder, Senior Portfolio Manager, and Investment Advisor Representative of Disciplined Equity Management, Inc. in Neptune Beach, FL.  Don has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Disciplined Equity Management, Inc. Neptune Beach, FL Jan 2004 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Donald V. Davey
200 1st Street, Suite 204, Neptune Beach, FL 32266
Phone Number: (904) 222-0280
Firm Website: https://www.facebook.com/disciplinedequitymanagement/
Registered State(s):
  • FL
  • TX
Current Firm Details
Disciplined Equity Management, Inc.
Firm's CRD Number: 129436
200 1st Street, Suite 204, Neptune Beach, FL 32266
By the Numbers
  • Total Assets Under Management
    372
    MILLIONS
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $504,826
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, TX, WI

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