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Donald Vincent Davey

DISCIPLINED EQUITY MANAGEMENT, INC.·NEPTUNE BEACH, Florida
Series 65Clean record22 years registeredDISCIPLINED EQUITY MANAGEMENT, INC.
200 1ST STREET, NEPTUNE BEACH, FL 32266CRD# 3038288Firm CRD# 129436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Vincent Davey · NEPTUNE BEACH, FL
Registration
CRD #3038288 · DISCIPLINED EQUITY MANAGEMENT, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

DISCIPLINED EQUITY MANAGEMENT, INC.
Jan 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 16, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DISCIPLINED EQUITY MANAGEMENT, INC.
CRD 129436 · SEC 801-62624
AUM
$372M
Regulatory assets under management
Employees
8
736 client accounts
Services offered by DISCIPLINED EQUITY MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DISCIPLINED EQUITY MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Donald Vincent Davey offer?
Donald Vincent Davey specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEPTUNE BEACH, Florida for a consultation.
What are Donald Vincent Davey's credentials?
Donald Vincent Davey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Vincent Davey located?
Donald Vincent Davey is based in NEPTUNE BEACH, Florida, working with DISCIPLINED EQUITY MANAGEMENT, INC.. Their office serves clients in the NEPTUNE BEACH metropolitan area and surrounding communities.
How does Donald Vincent Davey charge for services?
Donald Vincent Davey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DISCIPLINED EQUITY MANAGEMENT, INC.?
DISCIPLINED EQUITY MANAGEMENT, INC. has approximately 8 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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