Davonte Alexander Davis
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Vanguard Advisers, Inc.Aug 2026 to now
- The Vanguard Group, Inc.Aug 2026 to now
- Vanguard Marketing CorporationAug 2026 to now
- Bank of America, N.A.Dec 2025 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to Aug 2026
- Archwest Capital, LLCMay 2025 to Jan 2026
- Rocket Mortgage, LLCMay 2024 to Apr 2025
- Brenance, LLCNov 2023 to May 2024
- U.S. BancorpMay 2022 to Nov 2023
- Pepperdine University - Graziadio Business SchoolAug 2018 to Aug 2020
- Wells FargoJul 2014 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 7358969
- Firm CRD
- 106715