Unclaimed Profile

William F Davis

VERICREST PRIVATE WEALTH, LLC·NEWTOWN, Pennsylvania

SIE, Series 7, Series 63, Series 66CFPClean record14 years registeredVERICREST PRIVATE WEALTH, LLC

41 UNIVERSITY DRIVE, NEWTOWN, PA 18940CRD# 5710523Firm CRD# 311111

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William F Davis · NEWTOWN, PA

Registration

CRD #5710523 · VERICREST PRIVATE WEALTH, LLC · 14 years registered

Brand Profile

Not yet started

Career History

VERICREST PRIVATE WEALTH, LLC

Mar 2024 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Dec 2016 – May 2023

Langhorne, PA

PRISM ADVISORY GROUP, LLC

Jun 2016 – Oct 2016

NEWTOWN, PA

APEX FINANCIAL ADVISORS, INC

Jul 2012 – May 2016

YARDLEY, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 24, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERICREST PRIVATE WEALTH, LLC

CRD 311111 · SEC 801-119692

AUM

$127M

Regulatory assets under management

Employees

279 client accounts

Services offered by VERICREST PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERICREST PRIVATE WEALTH, LLC →

Introduction

Speak with William

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

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

Looking for a financial advisor in NEWTOWN?

Browse all registered financial advisors in NEWTOWN, Pennsylvania or claim this profile if it's yours.

Browse NEWTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William F Davis offer?

William F Davis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are William F Davis's credentials?

William F Davis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William F Davis located?

William F Davis is based in NEWTOWN, Pennsylvania, working with VERICREST PRIVATE WEALTH, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does William F Davis charge for services?

William F 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 VERICREST PRIVATE WEALTH, LLC?

VERICREST PRIVATE WEALTH, LLC has approximately 2 employees and manages $127M 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 →