Robert S. Davenport
Professional summary
Robert Styles Davenport, who also goes by Rob Davenport, is a registered financial advisor currently at FARTHER located in Setauket, New York.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Styles Davenport's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 6, 2023 - Present
FARTHER
January 20, 2009 - November 2, 2023
UNITED CAPITAL FINANCIAL ADVISORS
November 3, 2008 - June 27, 2017
GIRARD SECURITIES, INC.
October 31, 2008 - October 23, 2017
GIRARD SECURITIES, INC.
August 20, 2003 - November 5, 2008
VOYA FINANCIAL ADVISORS, INC.
July 25, 2003 - November 5, 2008
VOYA FINANCIAL ADVISORS, INC.
June 9, 2000 - July 24, 2003
MML INVESTORS SERVICES, LLC
August 2, 1994 - July 24, 2003
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
FARTHER
CRD#: 302050 / SEC#: 801-116721
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/24/2025)
(10/6/2023)
Exams
Current Firm
FARTHER
CRD#: 302050 / SEC#: 801-116721
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
