Brian T. Davis
Professional summary
Brian T Davis, who also goes by Brian Todd Davis, is a registered financial advisor currently at OTR GLOBAL LLC located in Purchase, New York.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brian has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 86, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian T Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 9, 2026 - Present
OTR GLOBAL LLC
Office #1: One Manhattanville Road Suite 105, Purchase, NY 10577July 14, 2015 - February 7, 2017
TELSEY ADVISORY GROUP LLC
October 17, 2012 - February 25, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 24, 2011 - April 25, 2012
WELLS FARGO SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/9/2026)
Exams
Current Firm
OTR GLOBAL LLC
CRD#: 123809 / SEC#:
Contact information
Red Flags
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