Invested Better
Unclaimed

Unclaimed

Unclaimed

Ariel Benton Davis

Tandem Investment Advisors Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ariel? Claim Your Profile

About Ariel Benton Davis

Ariel Benton Davis is an investment advisor representative with Tandem Investment Advisors Inc. in Charleston, SC. Ariel has been in the industry since 2018 and holds the Series 7 and Series 66 licenses. Ariel's experience includes working with Raymond James & Associates, Inc. in St. Petersburg, FL. Tandem Investment Advisors Inc. is a registered investment advisor that specializes in providing portfolio management for businesses, individuals, and investment companies.

Firm Information

Ariel Davis is currently registered with Tandem Investment Advisors Inc.. Tandem Investment Advisors Inc. is an investment advisor headquartered in Charleston, SC. The firm provides portfolio management services for individuals, businesses, investment companies, and other investment advisors. They specialize in UMA model provider services and manage approximately $3.24 billion in assets.
Tandem Investment Advisors Inc.

145 KING STREET

CHARLESTON, SC 29401-2229

$3.24B

Assets Under Management

Not reported

Total Clients

8

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

uma model provider

Uma model provider

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ariel Davis’s Registration & Firm History

SC

07/12/2022 - Present

Tandem Investment Advisors Inc. (CHARLESTON SC)

FL

09/14/2018 - 06/03/2022

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

Not sure if Ariel Benton Davis is right for you?

Licenses & Designations

BOTH

Issued 10/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ariel Benton Davis.
Not sure if Ariel Benton Davis is right for you?