Unclaimed Profile

Merissa Ann Davis

LAS OLAS CAPITAL ADVISORS, LLC·FORT LAUDERDALE, Florida

SIE, Series 3, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record12 years registeredLAS OLAS CAPITAL ADVISORS, LLC

888 EAST LAS OLAS BLVD, FORT LAUDERDALE, FL 33301CRD# 2888074Firm CRD# 175077

Profile Verification

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

Identity

Merissa Ann Davis · FORT LAUDERDALE, FL

Registration

CRD #2888074 · LAS OLAS CAPITAL ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAS OLAS CAPITAL ADVISORS, LLC

LAS OLAS CAPITAL ADVISORS, LLC

Aug 2015 – Jun 2017

FORT LAUDERDALE, FL

UBS FINANCIAL SERVICES INC.

Mar 2014 – Aug 2015

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · March 4, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAS OLAS CAPITAL ADVISORS, LLC

CRD 175077 · SEC 801-100492

AUM

$374M

Regulatory assets under management

Employees

33 client accounts

Services offered by LAS OLAS CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at LAS OLAS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Merissa Ann Davis offer?

Merissa Ann Davis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Merissa Ann Davis's credentials?

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

Where is Merissa Ann Davis located?

Merissa Ann Davis is based in FORT LAUDERDALE, Florida, last registered with LAS OLAS CAPITAL ADVISORS, LLC.

How does Merissa Ann Davis charge for services?

Merissa Ann Davis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAS OLAS CAPITAL ADVISORS, LLC?

LAS OLAS CAPITAL ADVISORS, LLC has approximately 7 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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