Akiva
Davis
Andrew Garrett Inc
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About this Advisor
Akiva Davis is a financial advisor based out of New York, New York with 16 years of relevant experience. Davis is on the advisory team at Andrew Garrett Inc. The advisor has gained experience at Andrew Garrett Inc and Wachovia Securities. Davis maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Pennsylvania. Andrew Garrett Inc is an advisory firm that has its headquarters in New York, NY. It has offices in nine locations and a total of 15 employees. It oversees $324 million in assets under management across its 1,005 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,005 client accounts, 33% are associated with high-net-worth investors who have more than $1 million in assets. Andrew Garrett Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on the financial services. Fees billed by Andrew Garrett Inc likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Andrew Garrett Inc Brokerage Details
$323,989,042
15
1,005
$322,377
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Akiva Davis Work History
Akiva has been registered as a financial advisor for 16 years.*
Andrew Garrett Inc
Wachovia Securities
*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 Akiva Davis 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 Andrew Garrett, Inc
New York, NY
Palo Alto, CA
New York, NY
Newtown, PA
Newtown, PA
Newtown, PA
Newtown, PA
Newtown, PA
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