Ariel B. Davis

TANDEM INVESTMENT ADVISORS

Charleston, SC 29401-2229

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CRD#: 6932972

Professional summary

Ariel Benton Davis, who also goes by Ariel IVy Benton, is a registered financial advisor currently at TANDEM INVESTMENT ADVISORS INC located in Charleston, South Carolina.

Ariel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ariel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ariel Ivy Benton

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 Ariel Benton 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®

None

Experience

Current

July 12, 2022 - Present

TANDEM INVESTMENT ADVISORS INC

Office #1: 145 King Street Suite 400, Charleston, SC 29401-2229

RIA

CRD#: 109392

Charleston, SC

Past

November 1, 2019 - June 3, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

September 14, 2018 - June 3, 2022

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

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".

TANDEM INVESTMENT ADVISORS INC

CRD#: 109392 / SEC#: 801-57846

RIA

Registered Investment Advisory firm - (9/15/2000 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

South Carolina
(7/12/2022)

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 66

Date: 10/30/2019

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: 9/14/2018

General Securities Representative Examination

Current Firm

TANDEM INVESTMENT ADVISORS INC

CRD#: 109392 / SEC#: 801-57846

RIA

Registered Investment Advisory firm - (9/15/2000 Approved)

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Contact information

Main Address

145 King Street Suite 400, Charleston, SC 29401-2229

Mailing Address

Phone number

(843) 720-3413

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TANDEM INVESTMENT ADVISORS ADV PART 2 - NOVEMBER 2025 (11/28/2025)

Regulatory assets under management

Total Number of Accounts	10,162
AUM (Assets Under Management)	$ 3,359,046,630

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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Ariel B. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ariel Benton Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

TANDEM INVESTMENT ADVISORS INC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

TANDEM INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2019

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2018

Current Firm

TANDEM INVESTMENT ADVISORS INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TANDEM INVESTMENT ADVISORS INC

TRUST BUT VERIFY

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