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Davis Barr Clayson

Boston Partners Securities, LLC

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About Davis Barr Clayson

Davis Barr Clayson is a registered representative with Boston Partners Securities, LLC. Davis has over 20 years of experience in the financial services industry. Davis has held previous positions with BAIN CAPITAL DISTRIBUTORS, LLC, ROBECO SECURITIES, L.L.C., PFPC DISTRIBUTORS, INC., PROVIDENT DISTRIBUTORS, INC., SCUDDER INVESTOR SERVICES, INC. and KEYSTONE DISTRIBUTORS, INC.. Davis is licensed to sell securities in all 50 states, District of Columbia and Puerto Rico. Davis holds Series 2, 6, 7, 24, 63, and 65 licenses. Davis has extensive experience in providing investment advice to individuals and families. Davis is committed to providing clients with personalized service and helping them achieve their financial goals.

Firm Information

Davis Clayson is currently registered with Boston Partners Securities, LLC. Boston Partners Securities, LLC is a Limited Liability Company formed in May 2004. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. They have been involved in seven Regulatory Events and one Arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

32

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.

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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Davis Clayson’s Registration & Firm History

MA

12/13/2017 - Present

Boston Partners Securities, LLC (BOSTON MA)

MA

08/05/2016 - 03/31/2017

BAIN CAPITAL DISTRIBUTORS, LLC (Boston MA)

MA

02/05/2003 - 11/19/2007

ROBECO SECURITIES, L.L.C. (BOSTON MA)

ME

01/02/2001 - 12/31/2002

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

PA

12/07/1999 - 01/02/2001

PROVIDENT DISTRIBUTORS, INC. (KING OF PRUSSIA PA)

NY

10/31/1994 - 01/06/1998

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

NC

07/20/1990 - 02/16/1993

KEYSTONE DISTRIBUTORS, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 05/17/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/12/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/14/1993

Series 2 - Non-Member General Securities Examination

BC

Issued 07/05/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Davis Barr Clayson.
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