Unclaimed Profile

Dana B Davis

POST ROAD GROUP LLC·STAMFORD, Connecticut

Clean recordPOST ROAD GROUP LLC

1 LANDMARK SQUARE, STAMFORD, CT 06901CRD# 7894533Firm CRD# 288459

Profile Verification

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

Identity

Dana B Davis · STAMFORD, CT

Registration

CRD #7894533 · POST ROAD GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dana B Davis is a registered financial advisor based in STAMFORD, Connecticut, affiliated with POST ROAD GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

POST ROAD GROUP LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at POST ROAD GROUP LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Other: ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A

Regulatory

SEC/IARD CRD# 7894533

Firm CRD# 288459

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dana B Davis offer?

Dana B Davis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.

What are Dana B Davis's credentials?

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

Where is Dana B Davis located?

Dana B Davis is based in STAMFORD, Connecticut, working with POST ROAD GROUP LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Dana B Davis charge for services?

Dana B Davis's firm is compensated through percentage of aum, performance-based fees, other: additional fees as described in form adv, part 2a. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POST ROAD GROUP LLC?

POST ROAD GROUP LLC has approximately 24 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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