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Akiva Davis

Investment adviser representative at Andrew Garrett, Inc.
21 yearsExperience
2 statesRegistered in
$521.3MFirm assets
16 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

Experience

21 years in the industry.

  1. Andrew Garrett Inc.Jun 2006 to now
  2. Wachovia SecuritiesFeb 2005 to now

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 2 states (FL, PA).

Andrew Garrett, Inc.

$521.3MAssets managed
1,122Clients
12Advisers
16 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
4444447
Firm CRD
29931
Advisor's SEC record (opens in a new tab)
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