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OG

Olivia B. Green

DAVIS INVESTMENT PARTNERS
Charlotte, NC 28211
Some features on this profile are disabled
CRD#: 7642891
OG

Professional summary

Olivia Bailey Green, who also goes by Olivia Bailey, is a registered financial advisor currently at DAVIS INVESTMENT PARTNERS, LLC located in Charlotte, North Carolina.

Olivia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Olivia has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Olivia Bailey

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 Olivia Bailey Green'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

December 5, 2022 - Present

DAVIS INVESTMENT PARTNERS, LLC

Office #1: 4521 Sharon Road Suite 375, Charlotte, NC 28211
RIA
CRD#: 318783
Charlotte, NC

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".
DI
DAVIS INVESTMENT PARTNERS, LLC
DAVIS INVESTMENT PARTNERS, LLC

CRD#: 318783 / SEC#: 801-123320

RIA
Registered Investment Advisory firm - (2/28/2022 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
North Carolina
(12/5/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/3/2022
Uniform Investment Adviser Law Examination

Current Firm

DI
DAVIS INVESTMENT PARTNERS, LLC
DAVIS INVESTMENT PARTNERS, LLC

CRD#: 318783 / SEC#: 801-123320

RIA
Registered Investment Advisory firm - (2/28/2022 Approved)
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Contact information

Main Address
4521 Sharon Road Suite 375, Charlotte, NC 28211
Mailing Address
Phone number
(704) 741-4200
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (5 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

DAVIS INVESTMENT PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/28/2025)

Regulatory assets under management

Total Number of Accounts458
AUM (Assets Under Management)$ 377,142,450

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

DAVIS INVESTMENT PARTNERS, LLC

CRD#: 318783Charlotte, NC 28211

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