Donald Vincent Davey
Investment adviser representative at Disciplined Equity Management, Inc.
22 yearsExperience
2 statesRegistered in
$521MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Disciplined Equity Management, Inc.Jan 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Disciplined Equity Management, Inc.
$521MAssets managed
231Clients
3Advisers
22 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
- 3038288
- Firm CRD
- 129436