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MD

Marc L. Davis

CARY STREET PARTNERS ASSET MANAGEMENT
Summit, NJ 07901
Some features on this profile are disabled
CRD#: 7119065
MD

Professional summary

Marc L Davis, who also goes by Marc Davis, is a registered financial advisor currently at CARY STREET PARTNERS ASSET MANAGEMENT located in Summit, New Jersey.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Marc has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marc 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 Marc L 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

March 8, 2021 - Present

CARY STREET PARTNERS ASSET MANAGEMENT

Office #1: 129 Summit Avenue, Summit, NJ 07901
RIA
CRD#: 289178
Summit, NJ

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".
CS
CARY STREET PARTNERS ASSET MANAGEMENT
CARY STREET PARTNERS | LUXON ASSET MANAGEMENT, LLC | LUXON ASSET MANAGEMENT | CARY STREET PARTNERS ASSET MANAGEMENT LLC | CARY STREET PARTNERS ASSET MANAGEMENT

CRD#: 289178 / SEC#: 801-110994

RIA
Registered Investment Advisory firm - (7/11/2017 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
New Jersey
(3/8/2021)

Exams

Current Firm

CS
CARY STREET PARTNERS ASSET MANAGEMENT
CARY STREET PARTNERS | LUXON ASSET MANAGEMENT, LLC | LUXON ASSET MANAGEMENT | CARY STREET PARTNERS ASSET MANAGEMENT LLC | CARY STREET PARTNERS ASSET MANAGEMENT

CRD#: 289178 / SEC#: 801-110994

RIA
Registered Investment Advisory firm - (7/11/2017 Approved)
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Contact information

Main Address
901 East Byrd Street Suite 1001, Richmond, VA 23219
Mailing Address
Phone number
(804) 340-8100
Established
Firm type
Fiscal year end
# of Employees
48

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CSPAM FORM ADV PART 2A FIRM BROCHURE DATED 06/27/2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts3,255
AUM (Assets Under Management)$ 1,491,784,665

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.

Company Information

CARY STREET PARTNERS ASSET MANAGEMENT

CRD#: 289178Summit, NJ 07901

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