Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

Troy Davidson

Advisor at Ballast Rock Private Wealth

At a glance

Troy Davidson joined Ballast Rock Private Wealth from Charles Schwab as advisor with $480 million in assets (our reporting, October 15, 2026). One story in our coverage names them so far.

Firm
Ballast Rock Private Wealth
Role
Advisor
Assets, as reported
$480MFinancial ADVSR, Oct 15, 2026
In our coverage
1 story

The record

  1. Joined Ballast Rock Private Wealth from Charles Schwab as advisor with $480 million in assets

    Deann Cross joins Ballast Rock Private Wealth as senior wealth advisor Financial ADVSR

How this page is built

Every line on this page comes from a story that names Troy Davidson: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 15, 2026. All people in our coverage →