Edward G Smith
Investment adviser representative at R M Davis Inc
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.2BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- R M Davis IncFeb 2024 to now
- R.M. Davis, Inc.Jan 2024 to now
- UnemployedSep 2023 to Jan 2024
- Morgan Stanley Smith Barney LLCNov 2021 to Sep 2023
- Bank of America, N.A.Nov 2020 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Nov 2021
- The Colony GroupJan 2019 to May 2020
- Eaton Vance Distributors, Inc.Sep 2015 to Dec 2018
- Eaton Vance ManagementSep 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (ME, NH).
R M Davis Inc
$8.2BAssets managed
2,437Clients
22Advisers
48 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
- 6345617
- Firm CRD
- 105448