AdvisorOS Directory
Claim Profile
CD

Christopher James Davidson

PROXY WEALTH ADVISORS LLC·AVENTURA, Florida
Unclaimed Profile
19505 BISCAYNE BLVD., AVENTURA, FL 33180CRD# 5641264Firm CRD# 298080
01

About

Christopher James Davidson is a registered financial advisor based in AVENTURA, Florida, affiliated with PROXY WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROXY WEALTH ADVISORS LLC
PROXY WEALTH ADVISORS LLC
AUM
$133M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PROXY WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5641264
Firm CRD# 298080
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AVENTURA?

Browse all registered financial advisors in AVENTURA, Florida or claim this profile if it's yours.

Browse AVENTURA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Christopher James Davidson offer?
Christopher James Davidson specializes in Financial Planning, Investment Management. Contact their office in AVENTURA, Florida for a consultation.
What are Christopher James Davidson's credentials?
Christopher James Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher James Davidson located?
Christopher James Davidson is based in AVENTURA, Florida, working with PROXY WEALTH ADVISORS LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.
How does Christopher James Davidson charge for services?
Christopher James Davidson'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 PROXY WEALTH ADVISORS LLC?
PROXY WEALTH ADVISORS LLC has approximately 13 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AVENTURA
David Blatt — CSP ADVISOR LPLawrence Joseph Pross — EPIPHANLY ADVISORY, LLCBeatriz Gutierrez Junco — CV ADVISORS LLCSteven Alan Wagner — OMNIA FAMILY WEALTH, LLCTara Lynn Antal — TCA FUND MANAGEMENT GROUP CORP.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile