David Calliott
David Calliott is a CFP-designated registered investment advisor at Davenport & Company LLC, based in Virginia Beach, VA, with 13 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 16,512 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davenport offers several investment management programs with different fee structures. Some programs have a wrap fee that bundles investment advice, custody, and brokerage services. Others charge fees based on assets under management, plus commissions on trades. The exact fees vary depending on the program you choose and the amount you invest. Some programs are no longer offered to new clients. Fees are generally billed quarterly, either in advance or after the fact. Some programs are only available on a wrap fee basis, while others are only available on a fee and/or commission basis.
Location
Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA, 23452
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Regulatory History (1)
Customer Dispute
April 2024Other Business Activities
David is a limited partner in Zatos Investment - Real Estate LLC and Sunset Property Solutions, and a general partner in CSI GP, LLC, all real estate related. He also is a limited partner in CSI-1, LLC. He spends minimal time on these activities.
Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
Davenport & Company LLC
State Registrations31 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.