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Timothy Burr Davis

Steward Partners Investment Advisory, LLC

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About Timothy Burr Davis

Timothy Burr Davis is a financial advisor with Steward Partners Investment Advisory, LLC. Timothy has been in the industry since 1998 and has a strong track record of success. Timothy is a registered representative with both the state of Massachusetts and Texas and holds the Series 66, Series 7, and SIE licenses. Timothy has a variety of experience from working at large firms like Morgan Stanley, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated, and has a comprehensive understanding of a wide range of financial products and services.

Firm Information

Timothy Davis is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

ONE INTERNATIONAL PLACE

BOSTON, MA 02110

$20.43B

Assets Under Management

21,758

Total Clients

356

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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financial consulting

Financial consulting

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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Timothy Davis’s Registration & Firm History

MA

10/30/2017 - Present

Steward Partners Investment Advisory, LLC (BOSTON MA)

MA

10/19/2017 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)

MA

06/01/2009 - 10/20/2017

MORGAN STANLEY (BOSTON MA)

MA

10/10/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)

MA

08/10/2001 - 10/20/2008

UBS FINANCIAL SERVICES INC. (BOSTON MA)

NY

12/11/1998 - 08/14/2001

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

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Licenses & Designations

BOTH

Issued 1/29/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/7/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Burr Davis.
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