Sidney D. Davis

FORTUNATO ASSET MANAGEMENT

Santa Rosa Beach, FL

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CRD#: 6354408

Professional summary

Sidney Dewitt Davis III, who also goes by Sidney Dewitt Davis, is a registered financial advisor currently at FORTUNATO ASSET MANAGEMENT located in Santa Rosa Beach, Florida.

Sidney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Sidney has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sidney Dewitt 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.

CONSUMER ELECTRONICS ADVISORY GROUP INC. THE BUSINESS IS NOT INVESTMENT RELATED. 3325 WOOD VALLEY RD.NW, ATLANTA,GA 30327 THE NATURE OF THE BUSINESS IS ONLINE CONSUMER PRODUCT REVIEWS. MY POSITION IS PUBLISHER, CEO.THE FIRM IS OWNED BY ME SINCE 2008. I DEVOTE 4 HOURS A MONTH TO THIS BUSINESS AND 1 HOUR A MONTH DURING SECURITIES TRADING HOURS. MY DUTIES ARE WRITING REVIEWS OF TVS AND OTHER ELECTRONICS PRODUCTS ALONG WITH LIGHT SUPERVISION OF TECHNICAL CONTRACTORS FROM TIME TO TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sidney Dewitt Davis III'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®

None

Experience

Current

February 23, 2017 - Present

FORTUNATO ASSET MANAGEMENT

RIA

CRD#: 170375

Santa Rosa Beach, FL

Past

January 21, 2015 - December 31, 2016

FORTUNATO ASSET MANAGEMENT

RIA

CRD#: 170375

ATLANTA, GA

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

Georgia
(2/23/2017)

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: 3/11/2014

Uniform Investment Adviser Law Examination

Current Firm

FORTUNATO ASSET MANAGEMENT

FORTUNATO ASSET MANAGEMENT | THE FORTUNATO FUNDS | FORTUNATO PARTNERS, LLC

CRD#: 170375 / SEC#:

Georgia

Registered Investment Advisory firm - (2/23/2017 Approved)

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Contact information

Main Address

Santa Rosa Beach, FL

Mailing Address

Phone number

(404) 593-6073

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 25,735,862

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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Sidney D. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sidney Dewitt Davis III's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNATO ASSET MANAGEMENT

FORTUNATO ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/2014

Current Firm

FORTUNATO ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTUNATO ASSET MANAGEMENT

TRUST BUT VERIFY

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