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Davis Michael Deboisblanc

Main Management, LLC

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About Davis Michael Deboisblanc

Davis Michael Deboisblanc is an investment advisor representative who has been in the industry since 2018. Davis has a Series 7, Series 63, and Series 65 license. Davis currently works for Main Management, LLC. Previously, Davis was an advisor representative for Northern Lights Distributors, LLC, Ceros Financial Services, Inc., and Fidelity Brokerage Services LLC. Davis's specializations are in retirement planning, college savings plans, and estate planning. Davis has worked at Fidelity Investments, Pen-Cal Administrators, and the University of Oregon. Davis has a strong track record of providing financial advice to clients.

Firm Information

Davis Deboisblanc is currently registered with Main Management, LLC. Main Management, LLC is a registered investment advisor based in San Francisco, California, with approximately $1.39 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They have experience working with charitable organizations, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. Main Management offers a wrap fee program.
Main Management, LLC

601 CALIFORNIA STREET

SAN FRANCISCO, CA 94108

$1.39B

Assets Under Management

11

Total Clients

18

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Davis Deboisblanc’s Registration & Firm History

CA

09/16/2019 - Present

Main Management, LLC (SAN FRANCISCO CA)

NE

03/22/2022 - 06/30/2022

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

CA

09/24/2019 - 03/18/2022

CEROS FINANCIAL SERVICES, INC. (San Francisco CA)

CA

03/22/2018 - 09/10/2019

FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 07/02/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/28/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Davis Michael Deboisblanc.
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