Thomas Anthony Davis
Investment adviser representative at Cl Wealth Management LLC
14 yearsExperience
5 statesRegistered in
$733.6MFirm assets
15 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cl Wealth Management LLCJun 2021 to now
- Cabot Lodge Securities LLCSep 2019 to now
- Thomas A. Davis -- Fixed InsuranceSep 2019 to now
- EbayJan 2016 to now
- Sb Advisory, LLCMar 2020 to Jun 2021
- Ifs SecuritiesJun 2019 to Sep 2019
- Edward JonesNov 2012 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 5 states (AL, GA, NV, SC, TN).
Cl Wealth Management LLC
$733.6MAssets managed
2,168Clients
42Advisers
15 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
- 6133435
- Firm CRD
- 134922