Unclaimed Profile

Keith Brian Davis

FARR MILLER & WASHINGTON LLC·WASHINGTON, District of Columbia

Clean recordFARR MILLER & WASHINGTON LLC

1020 19TH STREET, NW, WASHINGTON, DC 20036CRD# 3090269Firm CRD# 107553

Profile Verification

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

Identity

Keith Brian Davis · WASHINGTON, DC

Registration

CRD #3090269 · FARR MILLER & WASHINGTON LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Keith Brian Davis is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with FARR MILLER & WASHINGTON LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FARR MILLER & WASHINGTON LLC

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FARR MILLER & WASHINGTON LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3090269

Firm CRD# 107553

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Keith Brian Davis offer?

Keith Brian Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WASHINGTON, District of Columbia for a consultation.

What are Keith Brian Davis's credentials?

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

Where is Keith Brian Davis located?

Keith Brian Davis is based in WASHINGTON, District of Columbia, working with FARR MILLER & WASHINGTON LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.

How does Keith Brian Davis charge for services?

Keith Brian 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 FARR MILLER & WASHINGTON LLC?

FARR MILLER & WASHINGTON LLC has approximately 13 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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