Timothy Davis is a registered investment advisor, based in Rockland, MA, with 27 years of industry experience.
Location
1099 Hingham Street, Suite 120, Rockland, MA, 02370
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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
Timothy is a partner at Steward Partners Investment Advisory LLC and an agent at Steward Partners Global Advisory LLC, where he installs insurance products. He also owns and manages multiple rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations29 states
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