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SD

Samuel P. Davis

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP
OLATHE, KS
CRD#: 4621454
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SD
Samuel Phillip DavisAMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP

Professional summary

Samuel Phillip Davis, who also goes by Phillip Davis, is a registered financial advisor currently at AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. located in Olathe, Kansas and AMERICAN CENTURY INVESTMENT SERVICES INC. located in Kansas City, Missouri.

Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Samuel has worked at 11 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Phillip 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 Samuel Phillip 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®
None

Experience

Current

November 4, 2019 - Present

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Office #2: 4400 Main St, Kansas City, MO 64111Office #3: 4917 Town Center Drive, Leawood, KS 66211
RIA
CRD#: 290043
OLATHE, KS
Current

November 4, 2019 - Present

AMERICAN CENTURY INVESTMENT SERVICES INC.

Office #1: 4400 Main Street, Kansas City, MO 64111Office #2: 4917 Town Center Drive, Leawood, KS 66211
BD
CRD#: 17437
KANSAS CITY, MO
Past

November 29, 2018 - October 28, 2019

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

November 8, 2018 - October 28, 2019

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

August 11, 2016 - March 8, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

July 5, 2013 - March 8, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
KANSAS CITY, MO
Past

February 23, 2012 - March 20, 2013

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 27, 2006 - January 4, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
FORT WORTH, TX
Past

October 25, 2005 - January 30, 2006

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

February 3, 2004 - June 4, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
HURST , TX
Past

January 28, 2004 - June 4, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 28, 2004 - June 4, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

January 23, 2003 - January 13, 2004

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL

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".
AC
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP | AMERICAN CENTURY PRIVATE CLIENT GROUP, INC. | AMERICAN CENTURY PRIVATE CLIENT GROUP | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS, INC. | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043 / SEC#: 801-111963

RIA
Registered Investment Advisory firm - (10/30/2017 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/4/2019)
RR
Alaska
(11/4/2019)
RR
Arizona
(11/4/2019)
RR
Arkansas
(11/4/2019)
RR
California
(11/4/2019)
RR
Colorado
(11/4/2019)
RR
Connecticut
(11/4/2019)
RR
Delaware
(11/4/2019)
RR
District of Columbia
(11/4/2019)
RR
Florida
(11/4/2019)
RR
Georgia
(11/4/2019)
RR
Hawaii
(11/4/2019)
RR
Idaho
(11/4/2019)
RR
Illinois
(11/4/2019)
RR
Indiana
(11/4/2019)
RR
Iowa
(11/4/2019)
RR
Kansas
(11/4/2019)
IAR
Kansas
(1/4/2021)
RR
Kentucky
(11/4/2019)
RR
Louisiana
(11/4/2019)
RR
Maine
(11/4/2019)
RR
Maryland
(11/4/2019)
RR
Massachusetts
(11/4/2019)
RR
Michigan
(11/4/2019)
RR
Minnesota
(11/4/2019)
RR
Mississippi
(11/4/2019)
RR
Missouri
(11/4/2019)
IAR
Missouri
(11/4/2019)
RR
Montana
(11/4/2019)
RR
Nebraska
(11/4/2019)
RR
Nevada
(11/4/2019)
RR
New Hampshire
(11/4/2019)
RR
New Jersey
(11/4/2019)
RR
New Mexico
(11/4/2019)
RR
New York
(11/4/2019)
RR
North Carolina
(11/4/2019)
RR
North Dakota
(11/4/2019)
RR
Ohio
(11/5/2019)
RR
Oklahoma
(11/4/2019)
RR
Oregon
(11/4/2019)
RR
Pennsylvania
(11/4/2019)
RR
Rhode Island
(11/4/2019)
RR
South Carolina
(11/4/2019)
RR
South Dakota
(11/4/2019)
RR
Tennessee
(11/4/2019)
RR
Texas
(11/4/2019)
IAR
Texas
(11/5/2019)
RR
Utah
(11/4/2019)
RR
Vermont
(11/4/2019)
RR
Virginia
(11/4/2019)
RR
Washington
(11/4/2019)
RR
West Virginia
(11/4/2019)
RR
Wisconsin
(11/4/2019)
RR
Wyoming
(11/4/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/2/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/11/2010
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 1/22/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 1/18/2007
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/30/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AC
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP | AMERICAN CENTURY PRIVATE CLIENT GROUP, INC. | AMERICAN CENTURY PRIVATE CLIENT GROUP | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS, INC. | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043 / SEC#: 801-111963

RIA
Registered Investment Advisory firm - (10/30/2017 Approved)
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Contact information

Main Address
4400 Main Street, Kansas City, MO 64111-7709
Mailing Address
P.o. Box 410141, Kansas City, MO 64141-0141
Phone number
(816) 531-5575
Established
Firm type
Fiscal year end
# of Employees
94

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRIVATE CLIENT GROUP WRAP FEE PROGRAM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts6,044
AUM (Assets Under Management)$ 1,987,005,678

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.

Company Information

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043Olathe, KS

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