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Glen Steven Davis

Aegis Capital Corp.

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About Glen Steven Davis

Glen Steven Davis is a registered investment advisor representative with Aegis Capital Corp. Glen has been in the securities industry for over 40 years. Glen's previous experience includes positions at JHS Capital Advisors, LLC and Paulson Investment Company, Inc.. Glen is a licensed securities professional and is a member of FINRA and the SEC. Glen specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Glen has also held a leadership position in a private real estate holding company. Glen is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs.

Firm Information

Glen Davis is currently registered with Aegis Capital Corp.. Aegis Capital Corp. is a corporation formed in 1984 and headquartered in New York, NY. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Aegis Capital Corp. is registered with the SEC and in 53 states. The firm has over 257 registered representatives and manages approximately $1.28 billion in assets.
Aegis Capital Corp.

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$1.28B

Assets Under Management

Not reported

Total Clients

156

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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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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percentage of assets

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

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Glen Davis’s Registration & Firm History

OR

01/08/2025 - Present

Aegis Capital Corp. (PORTLAND OR)

OR

04/02/2012 - 07/07/2015

JHS CAPITAL ADVISORS, LLC (PORTLAND OR)

OR

10/20/1982 - 04/11/2012

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 03/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/26/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/14/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Glen Steven Davis. Review regulatory record here.
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