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Matthew Franklin Davis

Redmont Capital Markets LLC

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About Matthew Franklin Davis

Matthew Franklin Davis is a financial advisor with Redmont Capital Markets LLC, with a focus on providing investment advice and guidance to clients. Matthew has been in the industry since 1995 and has a strong track record of success. He holds a variety of licenses and certifications, including Series 3, 7, 9, 10, and 63, as well as the SIE. Matthew has worked for several prominent financial institutions, including J.P. Morgan Securities LLC, Robert W. Baird & Co. Incorporated, and Perigee Securities LP. Matthew is committed to providing his clients with the highest level of service and expertise, and he is passionate about helping them achieve their financial goals.

Firm Information

Matthew Davis is currently registered with Redmont Capital Markets LLC. Redmont Capital Markets LLC is a Limited Liability Company formed in December 2018. The firm is registered with the SEC and in 16 states, including Alabama, Colorado, Georgia, Idaho, Illinois, Iowa, Kentucky, Louisiana, Mississippi, New York, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, and Texas.

Not reported

Assets Under Management

Not reported

Total Clients

4

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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Matthew Davis’s Registration & Firm History

AL

10/19/2023 - Present

Redmont Capital Markets LLC (Birmingham AL)

FL

06/08/2020 - 08/03/2023

PERIGEE SECURITIES LP (SARASOTA FL)

IL

08/27/2018 - 06/02/2020

ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)

IL

10/01/2008 - 08/28/2018

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

10/17/1996 - 10/01/2008

J.P. MORGAN SECURITIES INC. (CHICAGO IL)

NY

01/10/2001 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/28/1993 - 06/29/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/21/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/05/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/1996

Series 7 - General Securities Representative Examination

BC

Issued 05/14/1994

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Franklin Davis.
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