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Melinda Kay Davis

DAVIS WEALTH ADVISORS LLC·SALEM, New Hampshire
Series 7, Series 31, Series 66Clean record20 years registeredDAVIS WEALTH ADVISORS LLC
12 STILES ROAD, SALEM, NH 03079CRD# 5089384Firm CRD# 287736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melinda Kay Davis · SALEM, NH
Registration
CRD #5089384 · DAVIS WEALTH ADVISORS LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

DAVIS WEALTH ADVISORS
Apr 2017 – present
NORTHSTAR FINANCIAL PLANNING, INC.
May 2013 – May 2017
WINDHAM, NH
PRUDENTIAL FINANCIAL PLANNING SERVICES
Mar 2011 – May 2012
WINDHAM, NH
MORGAN STANLEY & CO. INCORPORATED
Apr 2007 – Nov 2008
MANCHESTER, NH
MORGAN STANLEY
Mar 2006 – Apr 2007
NASHUA, NH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 66
Registration record
First registered · March 23, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVIS WEALTH ADVISORS LLC
CRD 287736 · SEC 801-130754
AUM
$136M
Regulatory assets under management
Employees
4
423 client accounts
Services offered by DAVIS WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at DAVIS WEALTH ADVISORS LLC →
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05

Frequently Asked Questions

What services does Melinda Kay Davis offer?
Melinda Kay Davis specializes in Financial Planning, Investment Management. Contact their office in SALEM, New Hampshire for a consultation.
What are Melinda Kay Davis's credentials?
Melinda Kay Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melinda Kay Davis located?
Melinda Kay Davis is based in SALEM, New Hampshire, working with DAVIS WEALTH ADVISORS LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Melinda Kay Davis charge for services?
Melinda Kay 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 DAVIS WEALTH ADVISORS LLC?
DAVIS WEALTH ADVISORS LLC has approximately 4 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)HANOVER (10)EXETER (7)NEW LONDON (7)WOLFEBORO (7)KEENE (5)LEBANON (5)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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