Nicolas Dale Davis
Investment adviser representative at Brindle & Bay Financial Advisors, LLC
23 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$184.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Brindle & Bay Financial Advisors, LLCJan 2018 to now
- Brindle & Bay Wealth Management LLCDec 2012 to now
- Retirement Wealth AdvisorsMar 2016 to Feb 2018
- Good Times Gold, LLCNov 2011 to Jan 2018
- Candy Benefits, LLCNov 2003 to Jan 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Brindle & Bay Financial Advisors, LLC
$184.8MAssets managed
184Clients
3Advisers
2 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
- 6627447
- Firm CRD
- 291747