Davis R M Inc.

Davis R M Inc. (CRD# 105448) is a financial advisory firm headquartered in Portland, ME. They manage $3,161,371,437 in 4,514 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,161
    MILLION
  • Total Number of Accounts
    4,514
    ACCOUNTS
  • Average Account Value
    $700,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at Davis R M Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Richard A. Carriuolo
CRD#: 2615776
24 City Center, Portland, ME 04101
96
Wealthminder
score

Richard Carriuolo (CRD# 2615776) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 22 years of experience in the finance industry. Richard Carriuolo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Vincent F. Damasco
CRD#: 4062525
24 City Center, Portland, ME 04101
96
Wealthminder
score

Vincent Damasco (CRD# 4062525) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 17 years of experience in the finance industry.

3
Mark A. Fernandez
CRD#: 1197762
24 City Center, Portland, ME 04101
96
Wealthminder
score

Mark Fernandez (CRD# 1197762) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 33 years of experience in the finance industry.

4
Michael J. Hanlon
CRD#: 3259136
R.m. Davis, Inc., 24 City Center, Portland, ME 04101
96
Wealthminder
score

Michael Hanlon (CRD# 3259136) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 18 years of experience in the finance industry.

5
Kevin M. Hunt
CRD#: 2781289
24 City Center, Portland, ME 04101
96
Wealthminder
score

Kevin Hunt (CRD# 2781289) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 21 years of experience in the finance industry.

6
Karen L. Milliken
CRD#: 2304350
24 City Center, Portland, ME 04101
96
Wealthminder
score

Karen Milliken (CRD# 2304350) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 24 years of experience in the finance industry.

7
Brian H. Noyes
CRD#: 1297124
24 City Center, Portland, ME 04101
96
Wealthminder
score

Brian Noyes (CRD# 1297124) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 33 years of experience in the finance industry.

8
Peter F. Richardson
CRD#: 4444331
24 City Center, Portland, ME 04101
96
Wealthminder
score

Peter Richardson (CRD# 4444331) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 17 years of experience in the finance industry. Peter Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Reid V. Smith
CRD#: 2116044
24 City Center, Portland, ME 04101
96
Wealthminder
score

Reid Smith (CRD# 2116044) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 26 years of experience in the finance industry.

10
Michael P. Wood
CRD#: 2765187
24 City Center, Portland, ME 04101
96
Wealthminder
score

Michael Wood (CRD# 2765187) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 21 years of experience in the finance industry.

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