Unclaimed Profile

Marc Clinton Davis

DAVIS & SEILEY WEALTH MANAGEMENT, INC.·LA MESA, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 66CFP24 years registeredDAVIS & SEILEY WEALTH MANAGEMENT, INC.

5400 CONNECTICUT AVENUE, LA MESA, CA 91942CRD# 2087050Firm CRD# 155348

Profile Verification

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

Identity

Marc Clinton Davis · LA MESA, CA

Registration

CRD #2087050 · DAVIS & SEILEY WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAVIS & SEILEY WEALTH MANAGEMENT, INC.

HOYLECOHEN, LLC

Jan 2023 – Nov 2024

SAN DIEGO, CA

DAVIS & SEILEY WEALTH MANAGEMENT, INC.

Jan 2011 – Jan 2023

La Mesa, CA

LPL FINANCIAL LLC

Sep 2001 – Jan 2011

LA MESA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · September 6, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

2023Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

DAVIS & SEILEY WEALTH MANAGEMENT, INC.

CRD 155348 · SEC 801-110157

AUM

$189M

Regulatory assets under management

Employees

713 client accounts

Services offered by DAVIS & SEILEY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAVIS & SEILEY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Marc Clinton Davis offer?

Marc Clinton Davis specializes in Financial Planning, Investment Management.

What are Marc Clinton Davis's credentials?

Marc Clinton Davis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marc Clinton Davis located?

Marc Clinton Davis is based in LA MESA, California, last registered with DAVIS & SEILEY WEALTH MANAGEMENT, INC..

How does Marc Clinton Davis charge for services?

Marc Clinton Davis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVIS & SEILEY WEALTH MANAGEMENT, INC.?

DAVIS & SEILEY WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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