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Andrew Douglas Davis

SMITH, SALLEY & ASSOCIATES, LLC·GREENSBORO, North Carolina
Unclaimed Profile
324 WEST WENDOVER AVENUE, GREENSBORO, NC 27408CRD# 3039426Firm CRD# 129614
01

About

Andrew Douglas Davis is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with SMITH, SALLEY & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SMITH, SALLEY & ASSOCIATES, LLC
SMITH SALLEY WEALTH MANAGEMENT
AUM
$3.1B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at SMITH, SALLEY & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3039426
Firm CRD# 129614
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Douglas Davis offer?
Andrew Douglas Davis specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Andrew Douglas Davis's credentials?
Andrew Douglas Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Douglas Davis located?
Andrew Douglas Davis is based in GREENSBORO, North Carolina, working with SMITH, SALLEY & ASSOCIATES, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Andrew Douglas Davis charge for services?
Andrew Douglas Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMITH, SALLEY & ASSOCIATES, LLC?
SMITH, SALLEY & ASSOCIATES, LLC has approximately 19 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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Other advisors in GREENSBORO
George Mackay Salley — SMITH, SALLEY & ASSOCIATES, LLCEdmund Scott Batchelor — SMITH, SALLEY & ASSOCIATES, LLCJames Sullivan Agnew — SMITH, SALLEY & ASSOCIATES, LLCDonald Clark Mcmillion — MCMILLION CAPITAL MANAGEMENT INCGeorge Gregory Smith — SMITH, SALLEY & ASSOCIATES, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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