Eric A. Davis
BSW WEALTH PARTNERS
Boulder, CO 80304
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CRD#: 6065115
Professional summary
Eric Alan Davis, CFP®, who also goes by Eric Davis, is a registered financial advisor currently at BSW WEALTH PARTNERS located in Boulder, Colorado.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric 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.
Beginning in 2023, Mr. Davis serves on the Board of Advisors for The Synergy Company. The Synergy Company, located at 2995 Wilderness Pl, Boulder, CO 80301, is a privately owned and operated natural supplements and nutraceuticals company since 1992 and is not investment-related. Mr. Davis receives hourly compensation for his service on the Board. Depending on the number of hours required, such compensation could equate to over 10% of Mr. Davis's total annual compensation. There is no affiliation between BSW Wealth Partners and The Synergy Company. Individuals and entities associated with The Synergy Company are clients of BSW Wealth Partners, and Mr. Davis' role with The Synergy Company could incentivize Mr. Davis to place the interests of Synergy Company-associated advisory clients over those of other clients. BSW Wealth Partners seeks to mitigate this conflict by providing full and fair disclosure to clients, enforcing compliance policies and procedures designed to ensure clients are treated in a manner consistent with an adviser's fiduciary duty, and monitoring adviser conduct and communications.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Alan 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: 2017
Experience
Current
November 23, 2015 - Present
BSW WEALTH PARTNERS
Office #1: 2300 Broadway Street, Boulder, CO 80304RIA
CRD#: 107485
Boulder, CO
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".
BW
BSW WEALTH PARTNERS
BAYDUSH SIMON INVESTMENTS, LLC | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS LLC | BSW WEALTH PARTNERS | BAYDUSH SIMON WEAVER, LLC
CRD#: 107485 / SEC#: 801-45532
RIA
Registered Investment Advisory firm - (1/3/1994 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
Colorado(11/23/2015)
IAR
Texas(12/6/2023)
Current Firm
BW
BSW WEALTH PARTNERS
BAYDUSH SIMON INVESTMENTS, LLC | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS LLC | BSW WEALTH PARTNERS | BAYDUSH SIMON WEAVER, LLC
CRD#: 107485 / SEC#: 801-45532
RIA
Registered Investment Advisory firm - (1/3/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2300 Broadway Street, Boulder, CO 80304
Mailing Address
Phone number
(303) 444-9696
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,785 |
| AUM (Assets Under Management) | $ 1,978,314,852 |
Red Flags
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Company Information
BSW WEALTH PARTNERS
CRD#: 107485Boulder, CO 80304TRUST BUT VERIFY
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