Unclaimed Profile

Candice Ezzat Davis

SCARBOROUGH ADVISORS, LLC·ANNAPOLIS, Maryland

SIE, Series 7, Series 9, Series 10, Series 14, Series 24, Series 66Clean record22 years registeredSCARBOROUGH ADVISORS, LLC

1906 TOWNE CENTRE BLVD, ANNAPOLIS, MD 21401CRD# 4738241Firm CRD# 169517

Profile Verification

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

Identity

Candice Ezzat Davis · ANNAPOLIS, MD

Registration

CRD #4738241 · SCARBOROUGH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MISSIONSQUARE RETIREMENT

Oct 2022 – present

SCARBOROUGH CAPITAL MANAGEMENT

Oct 2014 – Jun 2022

ANNAPOLIS, MD

SII INVESTMENTS, INC.

Oct 2014 – Dec 2017

ANNAPOLIS, MD

AMERIPRISE FINANCIAL SERVICES, INC.

Apr 2004 – Jan 2013

VIENNA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 14

Series 24

Series 66

Registration record

First registered · April 29, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCARBOROUGH ADVISORS, LLC

CRD 169517 · SEC 801-79006

AUM

$1.2B

Regulatory assets under management

Employees

3,924 client accounts

Services offered by SCARBOROUGH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SCARBOROUGH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Candice Ezzat Davis offer?

Candice Ezzat Davis specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.

What are Candice Ezzat Davis's credentials?

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

Where is Candice Ezzat Davis located?

Candice Ezzat Davis is based in ANNAPOLIS, Maryland, working with SCARBOROUGH ADVISORS, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.

How does Candice Ezzat Davis charge for services?

Candice Ezzat 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 SCARBOROUGH ADVISORS, LLC?

SCARBOROUGH ADVISORS, LLC has approximately 19 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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