Unclaimed Profile

Matthew Alton Davis

BOSTON HARBOR WEALTH ADVISORS, LLC·ACTON, Massachusetts

SIE, Series 7, Series 9, Series 10, Series 24, Series 65, Series 66Clean record17 years registeredBOSTON HARBOR WEALTH ADVISORS, LLC

289 GREAT ROAD, ACTON, MA 01720CRD# 4667592Firm CRD# 282486

Profile Verification

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

Identity

Matthew Alton Davis · ACTON, MA

Registration

CRD #4667592 · BOSTON HARBOR WEALTH ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENT ADVISORS, LLC

Jun 2024 – present

BOSTON HARBOR WEALTH ADVISORS, LLC

Mar 2016 – Oct 2018

ACTON, MA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 2015 – Jul 2024

WESTBOROUGH, MA

AMERIPRISE FINANCIAL SERVICES, INC.

May 2009 – Sep 2015

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 65

Series 66

Registration record

First registered · May 12, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOSTON HARBOR WEALTH ADVISORS, LLC

CRD 282486 · SEC 801-108986

AUM

$380M

Regulatory assets under management

Employees

2,005 client accounts

Services offered by BOSTON HARBOR WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOSTON HARBOR WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Alton Davis offer?

Matthew Alton Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ACTON, Massachusetts for a consultation.

What are Matthew Alton Davis's credentials?

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

Where is Matthew Alton Davis located?

Matthew Alton Davis is based in ACTON, Massachusetts, working with BOSTON HARBOR WEALTH ADVISORS, LLC. Their office serves clients in the ACTON metropolitan area and surrounding communities.

How does Matthew Alton Davis charge for services?

Matthew Alton 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 BOSTON HARBOR WEALTH ADVISORS, LLC?

BOSTON HARBOR WEALTH ADVISORS, LLC has approximately 32 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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