Thaddeus Hallock Davis
Investment adviser representative at Aureus Asset Management, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$8.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Aureus Asset Management, LLCJun 2005 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (MA).
Aureus Asset Management, LLC
$8.4BAssets managed
362Clients
2Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2573951
- Firm CRD
- 136674