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Kevin Charles Davis

POST ROAD GROUP LLC·STAMFORD, Connecticut
Unclaimed Profile
1 LANDMARK SQUARE, STAMFORD, CT 06901CRD# 2905806Firm CRD# 288459
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
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
No disclosures on file
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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Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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