Michael
Wood

R M Davis Inc

CRD#2765187
Investment Advisor
in Portland, ME

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About this Advisor

Michael Wood is a chartered financial analyst operating out of Portland, Maine who has 10 years of industry experience. Wood works at R M Davis Inc. They have been employed by R M Davis Inc for their entire career. Wood holds a Series 63 license, which qualifies them as a securities representative, and is approved to operate in Maine and New Hampshire. R M Davis Inc is a financial advisory firm that has its headquarters in Portland, ME. The firm has a total of 55 financial advisors. It oversees $6 billion in assets under management between its 5,599 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 55 charitable organizations. Of its 5,599 customer accounts, 39% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by R M Davis Inc likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

24 City Center
Portland, ME 04101-4069

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R M Davis Inc Brokerage Details

Total Assets Under Management

$5,757,647,950

ME Average: $618,328,769
Total Number of Employees

55

ME Average: 10
Total Number of Accounts

5,599

ME Average: 975
Average Account Size

$1,028,335

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Wood Work History

Michael has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

R.M. Davis, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Wood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at R M Davis Inc

Matthew Mcfarland
Portland, ME
Michael Wood
Portland, ME
Vincent Damasco
Portland, ME
Timothy Acquaviva
Portland, ME
Timothy Malisa
Portland, ME
Michael Neff
Portland, ME
George Carr
Portland, ME
Reid Smith
Portland, ME

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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