Tara Davis
Investment adviser representative at Rise Private Wealth Management
12 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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
12 years in the industry.
- Rise Private Wealth ManagementSep 2026 to now
- Ameriprise Financial Services, LLCNov 2019 to Sep 2026
- Commonwealth Financial NetworkMay 2014 to Nov 2019
- Northeast Retirement SolutionsMar 2014 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (ME).
Rise Private Wealth Management
Legal name: Rpwm Partners, LLC
$0Assets managed
0Clients
57Advisers
Under 1 yearIn 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
- 5452181
- Firm CRD
- 343846