Adviser and broker representative · United Advisor Group
Stacy L. Davis
CRD 2695914 · Cincinnati, OH
At a glance
Stacy L. Davis is an investment adviser representative with United Advisor Group in Cincinnati, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stacy’s SEC record dates to 2003, about 22 years ago. Stacy is also registered as a broker representative.
Current advisory firm
- United Advisor GroupSince March 2023Cincinnati, OH · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2003 (22 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Stacy’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
- 8 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
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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.