Coley Davis
Coley Davis is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 37 years of industry experience. Coley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
9089 Clairemont Mesa Blvd Ste 307, San Diego, CA, 92123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Coley is an IAR at Cooper Financial Group and an advisor with Securities America Advisors, dedicating full-time hours to investment advisory services and securities business. Coley is also the President of CB Financial Ins Services Inc, spending full-time hours on investment and retirement planning, owns rental property, and works as a loan officer for World Wide Credit, spending about 10-20% of their time on loan officer duties.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Cooper Mcmanus
Securities America, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Bma Financial Services, INC.Broker
United Securities Alliance, INC.Broker
PFS Investments INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.