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James Edward Davey

HARTFORD FUNDS MANAGEMENT COMPANY, LLC·WAYNE, Pennsylvania
Clean recordHARTFORD FUNDS MANAGEMENT COMPANY, LLC
690 LEE ROAD, WAYNE, PA 19087CRD# 2041562Firm CRD# 147746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edward Davey · WAYNE, PA
Registration
CRD #2041562 · HARTFORD FUNDS MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Edward Davey is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with HARTFORD FUNDS MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HARTFORD FUNDS MANAGEMENT COMPANY, LLC
HARTFORD FUNDS
AUM
$128.8B
Regulatory assets under management
Employees
384
Total firm employees
View all advisors at HARTFORD FUNDS MANAGEMENT COMPANY, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Other: FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.
Regulatory
SEC/IARD CRD# 2041562
Firm CRD# 147746
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Edward Davey offer?
James Edward Davey specializes in Investment Management, Retirement Planning. Contact their office in WAYNE, Pennsylvania for a consultation.
What are James Edward Davey's credentials?
James Edward Davey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Davey located?
James Edward Davey is based in WAYNE, Pennsylvania, working with HARTFORD FUNDS MANAGEMENT COMPANY, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does James Edward Davey charge for services?
James Edward Davey's firm is compensated through percentage of aum, other: fees related to 529 plans and model recommendations.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARTFORD FUNDS MANAGEMENT COMPANY, LLC?
HARTFORD FUNDS MANAGEMENT COMPANY, LLC has approximately 384 employees and manages $128.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARTFORD FUNDS MANAGEMENT COMPANY, LLC

Gregory A. Frost
WAYNE, PA
Joseph Gary Melcher
WAYNE, PA
Tamara Lynn Fagely
RADNOR, PA
Walter Francis Garger
WAYNE, PA
Vernon Joseph Meyer
WAYNE, PA

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Research
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