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Charles Lee Davis

MFA Wealth Advisors, LLC

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About Charles Lee Davis

Charles Davis is a financial advisor at MFA Wealth Advisors, LLC. Charles is a Series 7, Series 66, and SIE licensed professional with over 5 years of experience in the financial services industry. He is a registered representative in Pennsylvania and specializes in providing financial planning, investment management, and selection of other advisors. Charles has also been employed as a Financial Planner by Moralis Technologies, LLC (DBA Aquinas Wealth Advisors) since 2022. Charles has worked with various clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.

Firm Information

Charles Davis is currently registered with MFA Wealth Advisors, LLC. MFA Wealth Advisors, LLC is a Pittsburgh, PA-based Registered Investment Advisor with approximately $479.33 million in regulatory assets under management. The firm has 9 investment advisor representatives and 5 licensed agents. MFA Wealth Advisors, LLC offers financial planning, portfolio management for individuals, and portfolio management for businesses. The firm's client base includes individuals other than high-net-worth, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
MFA Wealth Advisors, LLC

650 WASHINGTON ROAD

PITTSBURGH, PA 15228

$479.33M

Assets Under Management

Not reported

Total Clients

10

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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Charles Davis’s Registration & Firm History

PA

11/09/2021 - Present

MFA Wealth Advisors, LLC (PITTSBURGH PA)

PA

05/04/2018 - 11/04/2021

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 06/28/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Lee Davis.
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