Nancy Davis is a registered investment advisor at Quadratic Capital Management LLC, based in Greenwich, CT, with 11 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 2 clients with $510M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$508.1M
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Location
39 Lewis Street, 4th Floor, Greenwich, CT, 06830
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Quadratic Capital Management LLC
October 2014 - Present · 11 yrs 7 mos
State Registrations1 state
CT
Advisor
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
No exam information available for this advisor.