AdvisorOS Directory
Claim Profile
Unclaimed Profile
MD

Melinda Kay Davis

DAVIS WEALTH ADVISORS LLC·SALEM, New Hampshire
DAVIS 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
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Melinda Kay Davis is a registered financial advisor based in SALEM, New Hampshire, affiliated with DAVIS WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Melinda

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Melinda is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
DAVIS WEALTH ADVISORS LLC
DAVIS WEALTH ADVISORS
AUM
$136M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DAVIS WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5089384
Firm CRD# 287736
View on FINRA BrokerCheck →

Looking for a financial advisor in SALEM?

Browse all registered financial advisors in SALEM, New Hampshire or claim this profile if it's yours.

Browse SALEM AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)EXETER (18)PETERBOROUGH (9)HOLLIS (8)NEW LONDON (7)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile