Micah Davis, financial advisor Philadelphia PA

Micah Davis

CRD Number: 7617466
Current Firm: Mcadam LLC

Micah Davis (CRD# 7617466) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has 1 year of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Philadelphia PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Philadelphia PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Philadelphia PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
Heritage Hills Golf Resort York, PA Apr 2023 - Current 1
Mcadam LLC Philadelphia, PA May 2022 - Current 2
Pennsylvania State University State College, PA Jun 2018 - May 2022 3
Pollock Dining Commons State College, PA Jun 2018 - Mar 2022 3
Amazon York, PA May 2020 - Aug 2020 < 1
Red Lion Senior High School York, PA Aug 2014 - May 2018 3
Giant Grocery Store York, PA Jun 2017 - Feb 2018 < 1
Red Lion Junior High School York, PA Aug 2012 - Jun 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2022
Contact Info for Micah S. Davis
Phone Number: (888) 614-5323
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,739
    MILLIONS
  • Total Number of Accounts
    8,964
    ACCOUNTS
  • Average Account Value
    $194,004
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.