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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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
741 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)

Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.

The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.

Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.

For Connect accounts, there is a minimum investment of $2,000.

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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 · 3 mos
Citizens Securities, INC.
February 2026 - Present · 3 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 Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Darrius Davis - Financial Advisor | TrueAdvisor