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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Davies Wealth Management LLC 7 years, 12 months Jul 2009 - Present
Morgan Stanley & Co Inc 1 year, 2 months Apr 2008 - Jun 2009
Florida Panthers 2 months Feb 2008 - Apr 2008
Merrill Lynch 11 years, 11 months Mar 1996 - Feb 2008
Are You
Thomas Robert Davies?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 13, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 13, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Davies Wealth Management LLC

Last updated on March 1, 2017
    • $6.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 92
      Accounts
    • $67.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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