President and CCO · Davies Financial Advisors, Inc.
Andrew J. Davies
CRD 3275556 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Davies Financial Advisors, Inc., an SEC-registered wealth manager based in Murrieta, CA with $123 million in regulatory assets, lists Andrew J. Davies on its Form ADV as President and CCO, a control person. The SEC filings also name Andrew at 1 other registered adviser.
Firms and roles
- Davies Financial Advisors, Inc.President and CCOWealth manager · Murrieta, CA · $123M in regulatory assets
- Centura Wealth AdvisoryManaging DirectorWealth manager · SAN Diego, CA · $1.2B in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Shaunie L. DaviesShareholder, Davies Financial Advisors, Inc.
- Derek C. MyronManaging Director, Centura Wealth Advisory
- Kyle L. MalmstromOwner, Centura Wealth Advisory
- Christopher O. BarnesChief Operations Officer, Centura Wealth Advisory
- Jennifer C. KrakowerChief Compliance Officer, Centura Wealth Advisory
1 more person named with Andrew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.