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Alison Wendy Davis-Rodriguez

W. H. REAVES & CO., INC.·JERSEY CITY, New Jersey
Unclaimed Profile
10 EXCHANGE PLACE, 18TH FLOOR, JERSEY CITY, NJ 07302CRD# 728843Firm CRD# 3140
01

About

Alison Wendy Davis-Rodriguez is a registered financial advisor based in JERSEY CITY, New Jersey, affiliated with W. H. REAVES & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
W. H. REAVES & CO., INC.
REAVES ASSET MANAGEMENT
AUM
$3.1B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at W. H. REAVES & CO., INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
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Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA)
Regulatory
SEC/IARD CRD# 728843
Firm CRD# 3140
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alison Wendy Davis-Rodriguez offer?
Alison Wendy Davis-Rodriguez specializes in Investment Management, Wealth Management. Contact their office in JERSEY CITY, New Jersey for a consultation.
What are Alison Wendy Davis-Rodriguez's credentials?
Alison Wendy Davis-Rodriguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alison Wendy Davis-Rodriguez located?
Alison Wendy Davis-Rodriguez is based in JERSEY CITY, New Jersey, working with W. H. REAVES & CO., INC.. Their office serves clients in the JERSEY CITY metropolitan area and surrounding communities.
How does Alison Wendy Davis-Rodriguez charge for services?
Alison Wendy Davis-Rodriguez's firm is compensated through percentage of aum, other: percentage of assets managed by others using our model (uma). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is W. H. REAVES & CO., INC.?
W. H. REAVES & CO., INC. has approximately 22 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
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City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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