Christopher James Davidson
Investment adviser representative at Proxy Wealth Advisors LLC
17 yearsExperience
2 statesRegistered in
$83.3MFirm assets
3 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
17 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2025 to now
- Cambridge Investment Research IncAug 2025 to now
- Proxy Wealth Advisors LLCJul 2018 to now
- Proxy FreedomAug 2023 to Aug 2025
- Proxy International LLCDec 2022 to Aug 2025
- United Planners' Financial Services of America A Limited PartnerOct 2022 to Jan 2023
- Vitucci & AssociatesOct 2022 to Jan 2023
- Proxy Financial CorpJul 2022 to Aug 2025
- Proxy Freedom LLCJun 2022 to Jul 2023
- Dalmore Group LLCMar 2021 to Feb 2022
- Proxy Capital PartnersAug 2017 to Aug 2025
- Lincoln Financial Advisors CorporationDec 2016 to Sep 2018
- Insurance AgentApr 2009 to Jul 2019
- Metlife Securities Inc.Feb 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Proxy Wealth Advisors LLC
$83.3MAssets managed
614Clients
12Advisers
3 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
- 5641264
- Firm CRD
- 298080