William F. Davis

VERICREST PRIVATE WEALTH

Newtown, PA 18940

Some features on this profile are disabled

CRD#: 5710523

Professional summary

William F Davis, CFP®, who also goes by William Frederick Davis, William Davis, is a registered financial advisor currently at VERICREST PRIVATE WEALTH, LLC located in Newtown, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. William has worked at 5 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Frederick Davis | William 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.

Board of Directors; Lower Bucks County Chamber of Commerce; Executive Board Member; Fairless Hills, PA 19030; Not Investment Related; February 2020; 1-9 hours per month; 1-9 during trading hours. Other Business Activities; performing musician; performing musician; Not Investment Related; October 2018; 1-9 hours per month; 0 during trading hours/ Going Beyond Assistance Fund; nonprofit; Board of Directors; PA 19020; Not Investment Related; January 2019; 1-9 hours per month; 0 during trading hours/ adjunct instructor; teaching class in financial planning; adjunct instructor; Not Investment Related; February 2019; 1-9 hours per month; 1-9 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William F 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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

March 26, 2024 - Present

VERICREST PRIVATE WEALTH, LLC

Office #1: 41 University Drive Suite 400, Newtown, PA 18940

RIA

CRD#: 311111

Newtown, PA

Past

January 18, 2017 - May 2, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Langhorne, PA

Past

December 9, 2016 - May 2, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Langhorne, PA

Past

June 16, 2016 - October 19, 2016

PRISM ADVISORY GROUP, LLC

RIA

CRD#: 152555

NEWTOWN, PA

Past

July 24, 2012 - May 19, 2016

APEX FINANCIAL ADVISORS, INC

RIA

CRD#: 155210

YARDLEY, PA

Past

November 23, 2010 - February 2, 2011

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

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".

VERICREST PRIVATE WEALTH, LLC

CRD#: 311111 / SEC#: 801-119692

RIA

Registered Investment Advisory firm - (10/26/2020 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
(3/26/2024)

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

Series 63

Date: 3/16/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/24/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/2017

General Securities Representative Examination

Current Firm

VERICREST PRIVATE WEALTH, LLC

CRD#: 311111 / SEC#: 801-119692

RIA

Registered Investment Advisory firm - (10/26/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

41 University Drive Suite 400, Newtown, PA 18940

Mailing Address

Phone number

+1 (888) 902-6366

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/28/2025)

PART 2A WRAP APPENDIX (3/28/2025)

Regulatory assets under management

Total Number of Accounts	353
AUM (Assets Under Management)	$ 113,065,313

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

Jenkintown, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William F. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William F Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PRISM ADVISORY GROUP, LLC

APEX FINANCIAL ADVISORS, INC

JANNEY MONTGOMERY SCOTT LLC

Primary Firm SEC Registration

VERICREST PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/16/2017

Series 66

Date: 3/24/2012

SIE

Date: 10/1/2018

Series 7

Date: 1/18/2017

Current Firm

VERICREST PRIVATE WEALTH, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERICREST PRIVATE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors