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David Davodi

Capital Analysts

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About David Davodi

David Davodi is an investment advisor representative with Capital Analysts in Phoenix, Arizona. David has been working in the financial services industry since May 10, 2012, and holds licenses to operate in 23 states. Prior to joining Capital Analysts, David worked at Pruco Securities LLC, J.P. Morgan Securities LLC, Morgan Stanley, and Charles Schwab & Co., Inc. David is registered with FINRA and has the Series 7, 63, and 65 licenses. David is also registered with the state of Arizona as an Investment Advisor Representative.

Firm Information

David Davodi is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

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

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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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David Davodi’s Registration & Firm History

AZ

03/12/2020 - Present

Capital Analysts (Phoenix AZ)

AZ

03/19/2019 - 03/16/2020

PRUCO SECURITIES, LLC. (PHOENIX AZ)

AZ

08/12/2014 - 12/13/2017

J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)

AZ

08/20/2013 - 05/22/2014

MORGAN STANLEY (SCOTTSDALE AZ)

AZ

09/24/2011 - 06/25/2013

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 09/18/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Davodi.
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