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Donald Vincent Davey

DISCIPLINED EQUITY MANAGEMENT, INC.·NEPTUNE BEACH, Florida
Clean recordDISCIPLINED 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald Vincent Davey is a registered financial advisor based in NEPTUNE BEACH, Florida, affiliated with DISCIPLINED EQUITY MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DISCIPLINED EQUITY MANAGEMENT, INC.
DISCIPLINED EQUITY MANAGEMENT, INC.
AUM
$372M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at DISCIPLINED EQUITY MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3038288
Firm CRD# 129436
View on FINRA BrokerCheck →

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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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