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Anthony C. Davis

BRASS CAPITAL
LEESBURG, VA
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CRD#: 6683889
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Professional summary


Anthony Comeau Davis, CFP®, who also goes by Anthony Davis, Tony Comeau Davis, is a registered financial advisor currently at BRASS CAPITAL located in Leesburg, Virginia.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Anthony has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Anthony Davis | Tony Comeau 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anthony Comeau 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®

Experience


Current

April 17, 2025 - Present

BRASS CAPITAL

RIA
CRD#: 333892
LEESBURG, VA
Past

July 3, 2019 - April 28, 2025

MAI CAPITAL MANAGEMENT, LLC

RIA
CRD#: 109807
RESTON, VA
Past

February 1, 2019 - June 28, 2019

MTX WEALTH MANAGEMENT, LLC

RIA
CRD#: 142616
RESTON, VA
Past

March 3, 2017 - January 9, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FORT LAUDERDALE, FL
Past

December 21, 2016 - January 9, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FORT LAUDERDALE, FL

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
Florida
(5/9/2025)
IAR
Texas
(4/17/2025)
IAR
Virginia
(4/30/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/1/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BC
BRASS CAPITAL
BRASS CAPITAL | BRASS CAPITAL, LLC

CRD#: 333892 / SEC#:

Florida
Registered Investment Advisory firm - (5/9/2025 Approved)
Texas
Registered Investment Advisory firm - (12/6/2024 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (4/30/2025 Approved)
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Contact information


Main Address
Leesburg, VA
Mailing Address
Phone number
(352) 665-1780
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRASS CAPITAL

CRD#: 333892Leesburg, VA

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