Unclaimed Profile

Stephen Michael Davis

FAIRVOY PRIVATE WEALTH, LLC·BIRMINGHAM, Alabama

SIE, Series 7, Series 9, Series 10, Series 31, Series 66CFP ChFCClean record26 years registeredFAIRVOY PRIVATE WEALTH, LLC

ONE PERIMETER PARK SOUTH, BIRMINGHAM, AL 35243CRD# 3141831Firm CRD# 329636

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Michael Davis · BIRMINGHAM, AL

Registration

CRD #3141831 · FAIRVOY PRIVATE WEALTH, LLC · 26 years registered

Brand Profile

Not yet started

Career History

FAIRVOY PRIVATE WEALTH, LLC

Apr 2024 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2000 – Apr 2024

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · February 9, 2000

Years registered · 26

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAIRVOY PRIVATE WEALTH, LLC

CRD 329636 · SEC 801-129698

AUM

$460M

Regulatory assets under management

Employees

358 client accounts

Services offered by FAIRVOY PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAIRVOY PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Michael Davis offer?

Stephen Michael Davis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Stephen Michael Davis's credentials?

Stephen Michael Davis holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Michael Davis located?

Stephen Michael Davis is based in BIRMINGHAM, Alabama, working with FAIRVOY PRIVATE WEALTH, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Stephen Michael Davis charge for services?

Stephen Michael Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAIRVOY PRIVATE WEALTH, LLC?

FAIRVOY PRIVATE WEALTH, LLC has approximately 6 employees and manages $460M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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