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Wayne Albert Davis Jr.

STRICKLAND DAVIS ADVISORS
MARIETTA, GA
·CRD# 4071044·22 years experience

Professional Summary

Wayne Albert Davis Jr., who also goes by Chip Davis, Wayne Albert Davis Jr., Wayne Albert Davis, is a registered financial advisor currently at STRICKLAND DAVIS ADVISORS LLC located in Marietta, Georgia. Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Wayne has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chip Davis, Wayne Albert Davis Jr., Wayne Albert Davis

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

22 years in the financial services industry

Current & Past Employments

STRICKLAND DAVIS ADVISORS LLC·CRD# 126538
RIA
4653 Olde Towne Pkwy, Marietta, GA 30068
July 15, 2016 - Present
CAPITAL BANK AND TRUST COMPANY·CRD# 170017
RIA
Irvine, CA
January 19, 2016 - April 11, 2016
CAPITAL GUARDIAN TRUST COMPANY·CRD# 108236
RIA
Atlanta, GA
January 25, 2012 - January 19, 2016
NEUBERGER BERMAN BD LLC·CRD# 2908
RIA
Atlanta, GA
May 14, 2008 - October 11, 2011
NEUBERGER BERMAN BD LLC·CRD# 2908
BD
Atlanta, GA
April 18, 2008 - October 11, 2011
TLG LENOX, LLC·CRD# 131120
BD
Atlanta, GA
October 14, 2004 - January 10, 2006

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Current Firm

SD
STRICKLAND DAVIS ADVISORS LLC

INVESTMENT MANAGEMENT ADVISORS, LLC | STRICKLAND DAVIS ADVISORS LLC

CRD#: 126538 / SEC#: 801-120990
RIA
Registered Investment Advisory firm - SEC (4/29/2021 Approved)
Georgia
Registered Investment Advisory firm - Georgia (7/15/2021 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).

Contact Information

Main Address

4653 Olde Towne Pkwy, Marietta, GA 30068

Phone Number

(770) 977-6892

# of Employees

3

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRICKLAND DAVIS ADVISORS LLC BROCHURE (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

203

AUM (Assets Under Management)

$121,276,259

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/23/2026Cover PageReport
08/27/2025Cover PageReport
09/25/2024Cover PageReport
10/26/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
SD
STRICKLAND DAVIS ADVISORS LLC

INVESTMENT MANAGEMENT ADVISORS, LLC | STRICKLAND DAVIS ADVISORS LLC

CRD#: 126538 / SEC#: 801-120990
RIA
Registered Investment Advisory firm - SEC (4/29/2021 Approved)
Georgia
Registered Investment Advisory firm - Georgia (7/15/2021 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.
IAR
Georgia
(7/15/2016)
IAR
Texas
(9/18/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2008About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2008About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Wayne Albert Davis Jr.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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