Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marc Davis is a financial advisor at Sawgrass Asset Management LLC. William has been in the financial services industry since 1997. William is registered with the state of Florida. William holds the Series 6 and Series 63 licenses. William is a Chartered Financial Analyst. The firm Sawgrass Asset Management LLC is located in Ponte Vedra Beach, Florida. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also provides educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/01/2025 - Present
Sawgrass Asset Management LLC (PONTE VEDRA BEACH FL)
PA
10/03/1997 - 07/26/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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