Christopher Nathan Davis
CFP®Professional Summary
Christopher Nathan Davis, CFP® is a registered financial advisor currently at BURNS MATTESON CAPITAL MANAGEMENT, LLC located in Corning, New York. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christopher has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
FARTHER
QRIA, INC.
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
FARTHER
QRIA, INC.
OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
FARTHER
QRIA, INC.
OSAIC WEALTH, INC.
Disclosures on record.
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
AUSDAL FINANCIAL PARTNERS, INC.
FARTHER
QRIA, INC.
OSAIC WEALTH, INC.
Credentials
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
FARTHER
QRIA, INC.
OSAIC WEALTH, INC.
Current Firm
BURNS MATTERSON CAPITAL MANAGEMENT, LLC | BURNS MATTESON CAPITAL MANAGEMENT, LLC | BURNS MATTESON CAPITAL MANAGEMENT
Contact Information
Main Address
42 E. Market St., Corning, NY 14830Phone Number
(607) 937-9282# of Employees
6SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,042AUM (Assets Under Management)
$400,402,976Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/25/2025 | Cover Page | Report |
| 04/03/2024 | Cover Page | Report |
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
FARTHER
QRIA, INC.
OSAIC WEALTH, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
FARTHER
QRIA, INC.
OSAIC WEALTH, INC.
Primary Firm SEC Registration
BURNS MATTERSON CAPITAL MANAGEMENT, LLC | BURNS MATTESON CAPITAL MANAGEMENT, LLC | BURNS MATTESON CAPITAL MANAGEMENT
State Registrations and Notice Filings
(8/26/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
FARTHER
QRIA, INC.
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Nathan Davis's CRS (Customer Relationship Summary).
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
FARTHER
QRIA, INC.
OSAIC WEALTH, INC.