Unclaimed Profile

Marvin Orell Davis

EDELMAN FINANCIAL SERVICES LLC·FAIRFAX, Virginia

EDELMAN FINANCIAL SERVICES LLC

4000 LEGATO ROAD, FAIRFAX, VA 22033-2892CRD# 6269090Firm CRD# 113299

Profile Verification

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

Identity

Marvin Orell Davis · FAIRFAX, VA

Registration

CRD #6269090 · EDELMAN FINANCIAL SERVICES LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Marvin Orell Davis is a registered financial advisor based in FAIRFAX, Virginia, affiliated with EDELMAN FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

EDELMAN FINANCIAL SERVICES, LLC

AUM

$21.7B

Regulatory assets under management

Employees

434

Total firm employees

View all advisors at EDELMAN FINANCIAL SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Fixed fees

Subscription fees

Other: SEMINAR REGISTRATION FEE, BOOK ROYALTIES

Regulatory

SEC/IARD CRD# 6269090

Firm CRD# 113299

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marvin Orell Davis offer?

Marvin Orell Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFAX, Virginia for a consultation.

What are Marvin Orell Davis's credentials?

Marvin Orell Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marvin Orell Davis located?

Marvin Orell Davis is based in FAIRFAX, Virginia, working with EDELMAN FINANCIAL SERVICES LLC. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.

How does Marvin Orell Davis charge for services?

Marvin Orell Davis's firm is compensated through percentage of aum, fixed fees, subscription fees, other: seminar registration fee, book royalties. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDELMAN FINANCIAL SERVICES LLC?

EDELMAN FINANCIAL SERVICES LLC has approximately 434 employees and manages $21.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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