Robert Davis
Robert Davis is a CFA-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Westfield, NJ, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
241 North Avenue W, Third Floor, Suite 300, Westfield, NJ, 07090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert has a financial interest in P Shares LLC, a private investment business, since 2022, dedicating minimal time. He also serves as a general partner for CV Management GP, LLC, a private equity fund of funds, spending a few hours per week on due diligence, selection, and monitoring since 2012.
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Round Table Wealth Management
State Registrations2 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.
Exams
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