Anthony Davis (CRD# 6683889) is an Investment Advisor Representative working at Mai Capital Management, LLC in Reston, VA and has over 7 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mai Capital Management, LLC | Reston, VA | Jun 2019 - Current | 4 |
| Mtx Wealth Management | Reston, VA | Jan 2019 - Jun 2019 | < 1 |
| Bank Of America, N.a. | Fort Lauderdale, FL | Dec 2016 - Jan 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale, FL | Oct 2016 - Jan 2019 | 2 |
| Foundation Mortgage Corporation | North Palm Beach, FL | May 2015 - Oct 2016 | 1 |
| Texas Rangers Baseball Club | Surprise, AZ | Feb 2015 - Mar 2015 | < 1 |
| Toronto Blue Jays Baseball Club | Dunedin, FL | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- VA
-
Total Assets Under Management19,711MILLIONS
-
Total Number of Accounts26,826ACCOUNTS
-
Average Account Value$734,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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