Marc L Davis

CFA

Cary Street Partners Asset Management

4 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Cary Street Partners Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

1,724 clients

Average Client Portfolio

$865K average

Assets Under Management

$1.5B

Fee Structure

Financial Planning:Investment management only

Location

129 Summit Avenue, Summit, NJ, 07901

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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.

Employment History

Current Registrations

Cary Street Partners Asset Management

March 2021 - Present · 4 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.