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Thaddeus Hallock Davis

AUREUS ASSET MANAGEMENT, LLC·BOSTON, Massachusetts
Series 7, Series 63Clean record19 years registeredAUREUS ASSET MANAGEMENT, LLC
ONE WINTHROP SQUARE, BOSTON, MA 02110CRD# 2573951Firm CRD# 136674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thaddeus Hallock Davis · BOSTON, MA
Registration
CRD #2573951 · AUREUS ASSET MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

AUREUS ASSET MANAGEMENT, LLC
Feb 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · February 27, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AUREUS ASSET MANAGEMENT, LLC
CRD 136674 · SEC 801-64723
AUM
$7.0B
Regulatory assets under management
Employees
13
842 client accounts
Services offered by AUREUS ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at AUREUS ASSET MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Thaddeus Hallock Davis offer?
Thaddeus Hallock Davis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Thaddeus Hallock Davis's credentials?
Thaddeus Hallock Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thaddeus Hallock Davis located?
Thaddeus Hallock Davis is based in BOSTON, Massachusetts, working with AUREUS ASSET MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Thaddeus Hallock Davis charge for services?
Thaddeus Hallock Davis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUREUS ASSET MANAGEMENT, LLC?
AUREUS ASSET MANAGEMENT, LLC has approximately 13 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AUREUS ASSET MANAGEMENT, LLC

Stefan Bengt Emil Karlsson
BOSTON, MA
Gina L. Koprowski
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