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Darrius Davis

2 Years of Experience
Rocky River, OH
1 DisclosureBroker

Darrius Davis is a registered investment advisor at Citizens Securities, INC., based in Rocky River, OH, with 2 years of industry experience. Darrius is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
785 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.25%
$500K - $1.0M1.13%
$1.0M - $2.0M1.08%
$2.0M - $5.0M1.03%
$5M+0.98%

Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

21550 Center Ridge Road, Ms: Ohb671, Rocky River, OH, 44116

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History

Regulatory History (1)
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Criminal
August 2011
Final Disposition
Employment History
Current Registrations
Citizens Securities, INC.Broker
February 2026 - Present · 8 mos
Citizens Securities, INC.
February 2026 - Present · 8 mos
Previous Registrations
LPL Enterprise, LLC
April 2025 - February 2026 · 10 mos
LPL Enterprise, LLCBroker
April 2025 - February 2026 · 10 mos
Edward Jones
March 2024 - March 2025 · 1 yr
Edward JonesBroker
December 2023 - March 2025 · 1 yr 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.
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