Adviser and broker representative · Invesco Managed Accounts, LLC
Rory J. Davan
CRD 5101611 · Ridgewood, NJ
At a glance
Rory J. Davan is an investment adviser representative with Invesco Managed Accounts, LLC in Ridgewood, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rory’s SEC record dates to 2008, about 18 years ago. Rory is also registered as a broker representative.
Current advisory firm
- Invesco Managed Accounts, LLCSince March 2021Ridgewood, NJ · $31B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 52 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Rory’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
- 2 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.