Unclaimed Profile

Scott Kelso Davis

ESSEX NATIONAL SECURITIES, INC.·NAPA, California

SIE, Series 7, Series 24, Series 63Clean record12 years registeredESSEX NATIONAL SECURITIES, INC.

550 GATEWAY DRIVE, NAPA, CA 94558CRD# 1252573Firm CRD# 25454

Profile Verification

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

Identity

Scott Kelso Davis · NAPA, CA

Registration

CRD #1252573 · ESSEX NATIONAL SECURITIES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ESSEX NATIONAL SECURITIES, INC.

INFINEX INVESTMENTS, INC.

Jul 2016 – Mar 2023

MERIDEN, CT

ESSEX NATIONAL SECURITIES, LLC

Aug 2014 – Jul 2016

NAPA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · August 6, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ESSEX NATIONAL SECURITIES, INC.

CRD 25454 · SEC 801-70990

AUM

$31M

Regulatory assets under management

Employees

117 client accounts

Services offered by ESSEX NATIONAL SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ESSEX NATIONAL SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Scott Kelso Davis offer?

Scott Kelso Davis specializes in Financial Planning, Investment Management, Wealth Management.

What are Scott Kelso Davis's credentials?

Scott Kelso Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Kelso Davis located?

Scott Kelso Davis is based in NAPA, California, last registered with ESSEX NATIONAL SECURITIES, INC..

How does Scott Kelso Davis charge for services?

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

How large is ESSEX NATIONAL SECURITIES, INC.?

ESSEX NATIONAL SECURITIES, INC. has approximately 11 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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