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Managing Member/cco · Brindle & Bay Financial Advisors, LLC

Nicolas D. Davis

CRD 6627447 · Named on Form ADV at one SEC-registered adviser

At a glance

Brindle & Bay Financial Advisors, LLC, an SEC-registered wealth manager based in Frisco, TX with $185 million in regulatory assets, lists Nicolas D. Davis on its Form ADV as Managing Member/cco, a control person.

Firms and roles

AtlasMembers

Nicolas’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicolas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.