Melinda K. Davis
DAVIS WEALTH ADVISORS
Salem, NH 03079
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CRD#: 5089384
Professional summary
Melinda Kay Davis, CFP® is a registered financial advisor currently at DAVIS WEALTH ADVISORS located in Salem, New Hampshire.
Melinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Melinda has worked at 5 firms and has passed the Series 66, Series 31 and Series 7 exams.
Biography
Melinda Davis has a passion for helping successful families create financial security and peace of mind, so they can spend more time doing the things they love. After having a bad advisor experience in her 20’s while she was working in corporate finance, she switched careers to devote her time to giving unbiased advice and providing education to individuals and families with complex financial planning and investment management needs.
She has over 20 years of experience in finance, and in 2017 launched her own Registered Investment Advisory firm, Davis Wealth Advisors. As an independent, fee-only wealth management firm, there are no conflicts of interest. She is committed to always acting in clients’ best interest. Melinda has a Masters in Finance from Boston College, a B.S. in Finance from the University of Florida and is a CERTIFIED FINANCIAL PLANNER™ professional as well as Chartered Retirement Planning Counselor™. She lives on a farm in southern New Hampshire with her husband and two daughters.
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Corporate Executives
Entrepreneurs
What is your minimum asset requirement?
500K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Melinda Kay Davis's 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®
Start date: 2016
Experience
Current
April 5, 2017 - Present
DAVIS WEALTH ADVISORS
Office #1: 12 Stiles Road Suite 203, Salem, NH 03079RIA
CRD#: 287736
Salem, NH
Past
May 2, 2013 - May 8, 2017
NORTHSTAR FINANCIAL PLANNING, LLC
RIA
CRD#: 117205
WINDHAM, NH
Past
March 10, 2011 - May 7, 2012
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
WINDHAM, NH
Past
February 25, 2011 - May 7, 2012
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
WINDHAM, NH
Past
April 2, 2007 - November 17, 2008
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
MANCHESTER, NH
Past
April 2, 2007 - November 17, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
MANCHESTER, NH
Past
March 23, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
NASHUA, NH
Past
February 17, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
NASHUA, NH
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".
DAVIS WEALTH ADVISORS
DAVIS WEALTH ADVISORS | DAVIS WEALTH ADVISORS LLC
CRD#: 287736 / SEC#: 801-130754
RIA
Registered Investment Advisory firm - (7/26/2024 Approved)Massachusetts
Registered Investment Advisory firm - (8/9/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (8/29/2024 Terminated)Texas
Registered Investment Advisory firm - (12/31/2023 Terminated)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
Massachusetts(12/16/2021)
IAR
New Hampshire(4/5/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DAVIS WEALTH ADVISORS
DAVIS WEALTH ADVISORS | DAVIS WEALTH ADVISORS LLC
CRD#: 287736 / SEC#: 801-130754
RIA
Registered Investment Advisory firm - (7/26/2024 Approved)Massachusetts
Registered Investment Advisory firm - (8/9/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (8/29/2024 Terminated)Texas
Registered Investment Advisory firm - (12/31/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12 Stiles Road Suite 203, Salem, NH 03079
Mailing Address
Phone number
(603) 836-3477
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 460 |
| AUM (Assets Under Management) | $ 158,750,758 |
Red Flags
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