Investment adviser representative · Lurie Davis Wealth Management LLC
Lurie Davis
CRD 1610922 · Lynn, MA
At a glance
Lurie Davis is an investment adviser representative with Lurie Davis Wealth Management LLC in Lynn, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lurie’s SEC record dates to 2007, about 19 years ago.
Current advisory firm
- Lurie Davis Wealth Management LLCSince April 2007Lynn, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lurie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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