Unclaimed Profile

Michael Philip Wood

R M DAVIS INC·PORTLAND, Maine

Series 7, Series 63CFAClean record29 years registeredR M DAVIS INC

24 CITY CENTER, PORTLAND, ME 04101-4069CRD# 2765187Firm CRD# 105448

Profile Verification

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

Identity

Michael Philip Wood · PORTLAND, ME

Registration

CRD #2765187 · R M DAVIS INC · 29 years registered

Brand Profile

Not yet started

Career History

R M DAVIS INC

Apr 2013 – present

CMH WEALTH MANAGEMENT, LLC

Jun 2012 – Jan 2013

NORTH HAMPTON, NH

RAM TRUST SERVICES INC

Jan 1997 – Dec 2007

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 1, 1997

Years registered · 29

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

R M DAVIS INC

CRD 105448 · SEC 801-13878

AUM

$6.3B

Regulatory assets under management

Employees

5,680 client accounts

Services offered by R M DAVIS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at R M DAVIS INC →

Introduction

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Frequently Asked Questions

What services does Michael Philip Wood offer?

Michael Philip Wood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Michael Philip Wood's credentials?

Michael Philip Wood holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Philip Wood located?

Michael Philip Wood is based in PORTLAND, Maine, working with R M DAVIS INC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Michael Philip Wood charge for services?

Michael Philip Wood'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 R M DAVIS INC?

R M DAVIS INC has approximately 57 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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