CD
CD

Christopher Davis

18 Years of Experience
Pittsburgh, PA
Broker

Christopher Davis is a registered investment advisor at Federated Global Investment Management CORP., based in Pittsburgh, PA, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
208 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B

Fee Structure

Investment management only (planning not offered)

Federated Global Investment Management charges fees based on a percentage of assets under management. These fees vary depending on the type of account (Separate, Managed, or Model Portfolio) and the investment strategy. Fees may be negotiable and may include breakpoints where the percentage decreases as assets increase. Managed accounts may have a 'wrapped fee' covering various services, with Federated receiving a portion.

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Location

1001 Liberty Avenue, Pittsburgh, PA, 15222-3779

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History

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.

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Other Business Activities

Christopher is the Founder and CEO of Mad Rabbit Racing, LLC since 2016. This activity is not investment-related and takes about 10-20% of his time.

Employment History
Current Registrations
Federated Global Investment Management CORP.
August 2021 - Present · 4 yrs 9 mos
Mdt Advisers, a Division of Federated Mdta LLC
January 2013 - Present · 13 yrs 4 mos
Federated Securities CORP.
December 2012 - Present · 13 yrs 5 mos
Federated Investment Counseling
December 2012 - Present · 13 yrs 5 mos
Federated Securities CORP.
December 2012 - Present · 13 yrs 5 mos
Federated Securities CORP.Broker
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Invesco Advisers, INC.
October 2010 - December 2012 · 2 yrs 2 mos
Invesco Distributors, INC.Broker
June 2010 - December 2012 · 2 yrs 6 mos
Van Kampen Funds INC.Broker
February 2008 - June 2010 · 2 yrs 4 mos
State Registrations7 states
ILMAMNNDNYPAWI
AdvisorBroker

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.
Christopher Davis - Financial Advisor | TrueAdvisor