Unclaimed Profile

Sean E Davis

PELICAN INVESTMENT ADVISORS, LLC·BATON ROUGE, Louisiana

SIE, Series 6, Series 721 years registeredPELICAN INVESTMENT ADVISORS, LLC

4750 SHERWOOD COMMON BLVD, BATON ROUGE, LA 70816CRD# 4840930Firm CRD# 313227

Profile Verification

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

Identity

Sean E Davis · BATON ROUGE, LA

Registration

CRD #4840930 · PELICAN INVESTMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

PELICAN INVESTMENT ADVISORS, LLC

May 2021 – present

LEVEL FOUR ADVISORY SERVICES

Aug 2017 – May 2021

Baton Rouge, LA

ONEAMERICA SECURITIES, INC.

May 2009 – Jul 2017

BATON ROUGE, LA

METLIFE SECURITIES INC.

Nov 2004 – Mar 2009

BATON ROUGE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Registration record

First registered · November 10, 2004

Years registered · 21

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PELICAN INVESTMENT ADVISORS, LLC

CRD 313227 · SEC 801-120649

AUM

$46M

Regulatory assets under management

Employees

154 client accounts

Services offered by PELICAN INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PELICAN INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sean E Davis offer?

Sean E Davis specializes in Financial Planning, Investment Management. Contact their office in BATON ROUGE, Louisiana for a consultation.

What are Sean E Davis's credentials?

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

Where is Sean E Davis located?

Sean E Davis is based in BATON ROUGE, Louisiana, working with PELICAN INVESTMENT ADVISORS, LLC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.

How does Sean E Davis charge for services?

Sean E 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 PELICAN INVESTMENT ADVISORS, LLC?

PELICAN INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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