John Nmn Davi
Investment adviser representative at Astoria Portfolio Advisors LLC
30 yearsExperience
2 statesRegistered in
$977.6MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
30 years in the industry.
- Astoria Portfolio Advisors LLCMay 2017 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 1999 to now
- Hofstra UniversitySep 1996 to now
- Morgan StanleyNov 2009 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Astoria Portfolio Advisors LLC
$977.6MAssets managed
123Clients
10Advisers
6 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
- 3067693
- Firm CRD
- 288271