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Rory James Davan

Invesco Managed Accounts, LLC

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About Rory James Davan

Rory James Davan is a registered investment advisor representative with Invesco Managed Accounts, LLC and has been working in the financial industry since April 2005. Rory is currently licensed in 52 states and the Virgin Islands. Rory holds a Series 7 and Series 66 license as well as the Securities Industry Essentials Examination (SIE). Rory has previous experience with UBS AG, UBS International, and UBS Financial Services Inc. Invesco Managed Accounts, LLC provides portfolio management services for individuals and businesses and manages assets for a variety of client types.

Firm Information

Rory Davan is currently registered with Invesco Managed Accounts, LLC. Invesco Managed Accounts, LLC is an investment advisor registered with the SEC. The firm provides portfolio management for individuals and businesses. Invesco Managed Accounts, LLC manages approximately $17.54 billion in assets for 7,462 accounts. The firm's main office is located in Seattle, Washington.
Invesco Managed Accounts, LLC

2001 SIXTH AVE.

SEATTLE, WA 98121

$17.54B

Assets Under Management

Not reported

Total Clients

16

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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Rory Davan’s Registration & Firm History

NJ

05/25/2023 - Present

Invesco Managed Accounts, LLC (Ridgewood NJ)

NY

01/01/2010 - 03/08/2021

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

03/27/2006 - 01/01/2010

UBS INTERNATIONAL INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rory James Davan.
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