Douglas H. Davey

STATHEROS FINANCIAL SOLUTIONS

Worley, ID 83876

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CRD#: 5628072

Professional summary

Douglas Harry Davey is a registered financial advisor currently at STATHEROS FINANCIAL SOLUTIONS, INC. located in Worley, Idaho.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Douglas has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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 Douglas Harry Davey'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

December 6, 2019 - Present

STATHEROS FINANCIAL SOLUTIONS, INC.

Office #1: 22566 South Lakeshore Drive Suite 415, Worley, ID 83876

RIA

CRD#: 306217

Worley, ID

Past

December 23, 2008 - December 31, 2019

PGR SOLUTIONS, LLC

RIA

CRD#: 119490

WORLEY, ID

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".

STATHEROS FINANCIAL SOLUTIONS, INC.

STATHEROS FINANCIAL SOLUTIONS | STEADFAST FINANCIAL SOLUTIONS, INC. | STATHEROS FINANCIAL SOLUTIONS, INC.

CRD#: 306217 / SEC#: 801-117649

RIA

Registered Investment Advisory firm - (10/15/2019 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

California
(12/6/2019)

IAR

Idaho
(12/6/2019)

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 65

Date: 12/22/2008

Uniform Investment Adviser Law Examination

Current Firm

STATHEROS FINANCIAL SOLUTIONS, INC.

STATHEROS FINANCIAL SOLUTIONS | STEADFAST FINANCIAL SOLUTIONS, INC. | STATHEROS FINANCIAL SOLUTIONS, INC.

CRD#: 306217 / SEC#: 801-117649

RIA

Registered Investment Advisory firm - (10/15/2019 Approved)

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Contact information

Main Address

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762

Mailing Address

2107 N. 1st Street Suite 415, San Jose, CA 95131

Phone number

(916) 932-1219

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2021 FORM ADV - STATHEROS FINANCIAL SOLUTIONS INC. (3/11/2025)

2021 FORM ADV TAMP - STATHEROS FINANCIAL SOLUTIONS INC. (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,346
AUM (Assets Under Management)	$ 810,053,837

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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Douglas H. Davey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Harry Davey's CRS (Customer Relationship Summary).

Certified licenses

Experience

STATHEROS FINANCIAL SOLUTIONS, INC.

PGR SOLUTIONS, LLC

Primary Firm SEC Registration

STATHEROS FINANCIAL SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2008

Current Firm

STATHEROS FINANCIAL SOLUTIONS, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STATHEROS FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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