Matthew Reid Davis
Investment adviser representative at Argent Wealth, LLC
13 yearsExperience
1 stateRegistered in
$487.3MFirm assets
5 yearsFirm in business
Are you Matthew Reid Davis? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Argent Wealth, LLCMar 2021 to now
- Pinnacle Wealth, LLCFeb 2021 to now
- SabbaticalJun 2020 to Jan 2021
- Pinnacle TrustJan 2013 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MS).
Argent Wealth, LLC
$487.3MAssets managed
470Clients
6Advisers
5 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
- 5542559
- Firm CRD
- 311685