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Kevin Charles Davis

POST ROAD GROUP LLC·STAMFORD, Connecticut
Clean recordPOST ROAD GROUP LLC
1 LANDMARK SQUARE, STAMFORD, CT 06901CRD# 2905806Firm CRD# 288459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Charles Davis · STAMFORD, CT
Registration
CRD #2905806 · POST ROAD GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Charles 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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
POST ROAD GROUP LLC
POST ROAD GROUP LLC
AUM
$1.5B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at POST ROAD GROUP LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
Regulatory
SEC/IARD CRD# 2905806
Firm CRD# 288459
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Charles Davis offer?
Kevin Charles Davis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Kevin Charles Davis's credentials?
Kevin Charles Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Charles Davis located?
Kevin Charles 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 Kevin Charles Davis charge for services?
Kevin Charles 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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Other Advisors at POST ROAD GROUP LLC

Jeff James Baisley
STAMFORD, CT
Jason Bradford Carney
STAMFORD, CT
Michael Edward Bogdan
STAMFORD, CT
Adam David Nadborny
STAMFORD, CT
Dana B Davis
STAMFORD, CT

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Research
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