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Stewart Bram Davis

City Capital Advisors, LLC

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About Stewart Bram Davis

Stewart Bram Davis is a financial advisor with over 5 years of experience in the industry. Stewart has a Series 63, SIE and Series 79 license. Stewart is currently registered with City Capital Advisors, LLC. Previously, Stewart was registered with Dresner Investment Services, Inc. and Locust Walk Securities, LLC. Stewart is registered in Illinois and Florida.

Firm Information

Stewart Davis is currently registered with City Capital Advisors, LLC. City Capital Advisors, LLC is a Limited Liability Company formed in May 2005. The firm is registered in California, Florida, Illinois, and New York and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

17

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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Stewart Davis’s Registration & Firm History

IL

08/18/2022 - Present

City Capital Advisors, LLC (CHICAGO IL)

IL

04/09/2020 - 08/22/2022

DRESNER INVESTMENT SERVICES, INC. (CHICAGO IL)

MA

01/04/2017 - 03/27/2020

LOCUST WALK SECURITIES, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 04/19/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stewart Bram Davis.
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