Charles
Davis
Mfa Wealth Advisors, LLC
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About this Advisor
Charles Davis is a financial advisor based in Pittsburgh, Pennsylvania with a total of 2 years of relevant experience. Davis is currently employed by Mfa Wealth Advisors, LLC. Throughout their career, they have worked at Federated Securities Corp, Federated Hermes, Inc, Pine-Richland High School, University Of Dayton, Bobby Rahal Auto Group, Federated Investors Inc, Federated Investment Counseling, Mdt Advisers, A Division Of Federated Mdta LLC, Federated Global Investment Management Corp, Mfa Wealth Advisors, LLC and Moralis Technologies, LLC. Davis holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Mfa Wealth Advisors, LLC is a company that has its headquarters in Pittsburgh, PA. The company has a total of 13 employees. It has $379 million in total assets across its 1,947 accounts, making it one of the bigger firms in the nation by assets under management. Of its 1,947 customer accounts, 20% are associated with high-net-worth investors who have more than $1 million in investable assets. Mfa Wealth Advisors, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which service is offered. However, fees billed by Mfa Wealth Advisors, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mfa Wealth Advisors, LLC Brokerage Details
$379,116,397
13
1,947
$194,718
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Davis Work History
Charles has been registered as a financial advisor for 2 years.*
Moralis Technologies, LLC
Mfa Wealth Advisors, LLC
Federated Securities Corp
Federated Hermes, Inc
Federated Investment Counseling
Mdt Advisers, A Division Of Federated Mdta LLC
Federated Global Investment Management Corp
Federated Investors Inc
University Of Dayton
Federated Investors Inc
University Of Dayton
Bobby Rahal Auto Group
University Of Dayton
Bobby Rahal Auto Group
University Of Dayton
University Of Dayton
Pine-Richland High School
*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 Charles 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 Mfa Wealth Advisors, LLC
Rescue, CA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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