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Akiva Davis

Andrew Garrett Inc.

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About Akiva Davis

Akiva Davis is a financial advisor with Andrew Garrett Inc., based in NEW YORK, NY. Akiva has been in the industry since November 2001. Prior to joining Andrew Garrett Inc., Akiva worked at Wachovia Securities, LLC and Morgan Stanley DW Inc. Akiva is licensed in several states, including Florida, Maryland, New Jersey, New York, and Pennsylvania. Akiva offers a variety of services to individual and institutional clients, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Akiva Davis is currently registered with Andrew Garrett Inc.. Andrew Garrett Inc. is a corporation registered with the SEC and in all 50 states, as well as Puerto Rico. Formed in 2006, the firm provides financial planning, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and specialize in serving high-net-worth individuals and other individuals. The firm has over 470 million in regulatory assets under management and manages over 1,100 accounts.
Andrew Garrett Inc.

52 VANDERBILT AVE

NEW YORK, NY 10017

$470.14M

Assets Under Management

1,161

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Akiva Davis’s Registration & Firm History

NY

10/01/2007 - Present

Andrew Garrett Inc. (NEW YORK NY)

PA

02/18/2005 - 06/22/2006

WACHOVIA SECURITIES, LLC (SCRANTON PA)

NY

11/21/2001 - 02/22/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 12/14/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 11/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Akiva Davis.
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