Marc L Davis
Investment adviser representative at Cary Street Partners Asset Management
24 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm 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.
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Cary Street Partners Asset ManagementAug 2020 to now
- Tradition Asset ManagementMay 2019 to Aug 2020
- Tradition Capital ManagementFeb 2002 to May 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cary Street Partners Asset Management
Legal name: Cary Street Partners Asset Management LLC
$1.4BAssets managed
1,836Clients
6Advisers
9 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
- 7119065
- Firm CRD
- 289178