Nathaniel Clifford Davis
Investment adviser representative at Smartleaf Asset Management LLC
10 yearsExperience
1 stateRegistered in
$6.9BFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Smartleaf Asset Management LLCApr 2026 to now
- Composable Analytics, Inc.Jun 2023 to Feb 2026
- Tufts UniversitySep 2021 to May 2023
- Isaacson, MillerFeb 2018 to Jul 2021
- UnemployedAug 2017 to Jan 2018
- EverquoteFeb 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Smartleaf Asset Management LLC
$6.9BAssets managed
26Clients
9Advisers
11 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
- 6215170
- Firm CRD
- 172273