Beau H. Davis

BLUECHIP WEALTH ADVISORS LLC

Milton, GA 30004

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CRD#: 2829250

Professional summary

Beau Hunter Davis, CFP®, CIMA®, who also goes by Beau H Davis, Beau Davis, is a registered financial advisor currently at BLUECHIP WEALTH ADVISORS LLC located in Milton, Georgia.

Beau is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Beau has worked at 7 firms and has passed the Series 63, SIE, Series 31, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beau H Davis | Beau Davis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beau Hunter Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 14, 2021 - Present

BLUECHIP WEALTH ADVISORS LLC

Office #1: 12655 Birmingham Hwy Suite 201, Milton, GA 30004

RIA

CRD#: 150008

Milton, GA

Past

May 23, 2012 - February 24, 2020

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ATLANTA, GA

Past

March 9, 2011 - June 30, 2021

COMPASS WEALTH MANAGEMENT, LLC

RIA

CRD#: 156482

ATLANTA, GA

Past

March 4, 2011 - May 23, 2012

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

June 1, 2009 - March 9, 2011

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

June 1, 2009 - March 9, 2011

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

April 14, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATLANTA, GA

Past

March 14, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ATLANTA, GA

Past

October 28, 1998 - March 18, 2003

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUECHIP WEALTH ADVISORS LLC

CRD#: 150008 / SEC#: 801-115105

RIA

Registered Investment Advisory firm - (4/26/2019 Approved)

Georgia

Registered Investment Advisory firm - (5/31/2019 Terminated)

Tennessee

Registered Investment Advisory firm - (5/9/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(7/14/2021)

IAR

Texas
(1/12/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/10/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/9/1998

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 11/12/1996

National Commodity Futures Examination

Current Firm

BLUECHIP WEALTH ADVISORS LLC

CRD#: 150008 / SEC#: 801-115105

RIA

Registered Investment Advisory firm - (4/26/2019 Approved)

Georgia

Registered Investment Advisory firm - (5/31/2019 Terminated)

Tennessee

Registered Investment Advisory firm - (5/9/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2019 Terminated)

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Contact information

Main Address

12655 Birmingham Hwy Suite 201, Milton, GA 30004

Mailing Address

Phone number

(770) 771-5812

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEI WRAP FEE BROCHURE (3/28/2025)

BLUECHIP WEALTH ADVISORS PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,188
AUM (Assets Under Management)	$ 637,012,604

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.

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Firm Stability Insights

Beau H. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beau Hunter Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

COMPASS WEALTH MANAGEMENT, LLC

TRIAD ADVISORS LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

BLUECHIP WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/16/1998

SIE

Date: 10/1/2018

Series 31

Date: 4/10/2006

Series 7

Date: 10/9/1998

Series 3

Date: 11/12/1996

Current Firm

BLUECHIP WEALTH ADVISORS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUECHIP WEALTH ADVISORS LLC

TRUST BUT VERIFY

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