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Stephen Michael Davis

Fairvoy Private Wealth, LLC

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About Stephen Michael Davis

Stephen Michael Davis is a financial advisor registered in Alabama and Texas. Stephen is associated with Fairvoy Private Wealth, LLC and has been working in the financial services industry since May 1999. Stephen has several professional certifications, including Certified Financial Planner and Chartered Financial Consultant. He has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and MONY Securities Corporation prior to his current affiliation.

Firm Information

Stephen Davis is currently registered with Fairvoy Private Wealth, LLC. Fairvoy Private Wealth, LLC is an independent registered investment advisor (RIA) headquartered in Birmingham, Alabama. With over $460 million in assets under management, the firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. The firm offers financial planning and portfolio management services, as well as selection of other advisers. Fairvoy Private Wealth, LLC is committed to providing personalized investment advice and strategies that are tailored to meet the unique needs of each client.
Fairvoy Private Wealth, LLC

ONE PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$460.22M

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Stephen Davis’s Registration & Firm History

AL

08/09/2024 - Present

Fairvoy Private Wealth, LLC (BIRMINGHAM AL)

AL

05/05/1999 - 04/09/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)

NY

11/20/1998 - 03/24/1999

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/04/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/24/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/28/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 11/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Michael Davis.
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