Joseph William Davis
Investment adviser representative at Iht Wealth Management LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.8BFirm assets
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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 feeOther
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.
- Iht Wealth Management LLCAug 2021 to now
- Laidlaw & CompanyJun 2020 to Aug 2021
- Laidlaw Wealth ManagementJun 2020 to Aug 2021
- HSBC Bank USA, N.A.Aug 2016 to Apr 2020
- HSBC Securites (USA)inc.Apr 2013 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
Iht Wealth Management LLC
$9.8BAssets managed
25,536Clients
160Advisers
12 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
- 5715883
- Firm CRD
- 171481