Adviser and broker representative · Wealthcare Advisory Partners LLC
Richard T. Davis
CRD 2679869 · West Chester, PA
At a glance
Richard T. Davis is an investment adviser representative with Wealthcare Advisory Partners LLC in West Chester, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2001, about 24 years ago. Richard is also registered as a broker representative.
Current advisory firm
- Wealthcare Advisory Partners LLCSince July 2021West Chester, PA · $8.3B in regulatory assets
SEC adviser record
- Registered since
- 2001 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Richard’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
- 4 firmsLocked
- 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 and FINRA BrokerCheck.
More at Wealthcare Advisory Partners LLC
- Ayad AmaryWest Chester · Certified Financial Planner
- Daniel L. AscaniWest Chester
- Anthony M. AulffoWest Chester · Certified Financial Planner
- Richard L. Bartholomew IIWest Chester · Certified Financial Planner
- Cristina M. BennettWest Chester · Certified Financial Planner
- Nathan T. BorrmannWest Chester
- Mark BredinWest Chester · Chartered Financial Consultant
- Robert J. BurdumyWest Chester
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