Rory James Davan
Investment adviser representative at Invesco Managed Accounts, LLC
21 yearsExperience
52 statesRegistered in
$31.3BFirm assets
23 yearsFirm in business
Are you Rory James Davan? Claim your profile
Contact this firm
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.
- Portfolio management
Experience
21 years in the industry.
- Invesco Managed Accounts, LLCMar 2021 to now
- InvescoMar 2021 to now
- UBS Financial Services Inc.Jan 2010 to Feb 2021
- UBS AgApr 2005 to Feb 2021
- UBS InternationalApr 2005 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 52 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
Invesco Managed Accounts, LLC
$31.3BAssets managed
17,443Clients
17Advisers
23 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
- 5101611
- Firm CRD
- 154461