Jerry J. Davidse

PRESILIUM PRIVATE WEALTH | Senior Vice President

Radnor, PA 19087

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CRD#: 4414257

Professional summary

Jerry John Davidse III, CFP® is a registered financial advisor currently at PRESILIUM PRIVATE WEALTH, LLC located in Radnor, Pennsylvania.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jerry has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

What are your service offerings?

Financial planning

Trading individual securities

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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 Jerry John Davidse III'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: 2005

Experience

Current

April 1, 2022 - Present

PRESILIUM PRIVATE WEALTH, LLC

Office #1: 150 North Radnor Chester Road Ste F110, Radnor, PA 19087

RIA

CRD#: 318345

Radnor, PA

Past

October 14, 2011 - April 5, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PHILADELPHIA, PA

Past

October 14, 2011 - April 5, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PHILADELPHIA, PA

Past

January 31, 2011 - October 27, 2011

MORGAN STANLEY

RIA

CRD#: 149777

PHILADELPHIA, PA

Past

June 1, 2009 - October 27, 2011

MORGAN STANLEY

CRD#: 149777

PHILADELPHIA, PA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

PHILADELPHIA, PA

Past

August 10, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

PHILADELPHIA, PA

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".

PRESILIUM PRIVATE WEALTH, LLC

PRESILIUM PRIVATE WEALTH, LLC | THE DAVIDSEE HART GROUP, LLC

CRD#: 318345 / SEC#: 801-123460

RIA

Registered Investment Advisory firm - (3/16/2022 Approved)

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

Pennsylvania
(4/1/2022)

IAR

Texas
(10/1/2024)

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

IAR

Series 66

Date: 8/20/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/24/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/9/2001

General Securities Representative Examination

Current Firm

PRESILIUM PRIVATE WEALTH, LLC

PRESILIUM PRIVATE WEALTH, LLC | THE DAVIDSEE HART GROUP, LLC

CRD#: 318345 / SEC#: 801-123460

RIA

Registered Investment Advisory firm - (3/16/2022 Approved)

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Contact information

Main Address

150 North Radnor Chester Road Ste F110, Radnor, PA 19087

Mailing Address

Phone number

(215) 982-4140

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - FORM ADV PART 2A (9/17/2025)

Regulatory assets under management

Total Number of Accounts	1,402
AUM (Assets Under Management)	$ 554,248,200

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Jerry J. Davidse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry John Davidse III's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

PRESILIUM PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2001

SIE

Date: 10/1/2018

Series 31

Date: 8/24/2001

Series 7

Date: 8/9/2001

Current Firm

PRESILIUM PRIVATE WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRESILIUM PRIVATE WEALTH, LLC

TRUST BUT VERIFY

Contact information

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