Coleman Carlisle Wray
Investment adviser representative at Davenport & Company LLC
19 yearsExperience
1 stateRegistered in
$24.7BFirm assets
49 yearsFirm in business
Are you Coleman Carlisle Wray? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Davenport & Company LLCJul 2025 to now
- UnemployedJan 2025 to Jul 2025
- Davenport & Company LLCMay 2024 to Aug 2024
- Davenport & Company LLCMay 2023 to Aug 2023
- University of VirginiaAug 2021 to Dec 2024
- St. Christopher's SchoolAug 2007 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Davenport & Company LLC
$24.7BAssets managed
17,724Clients
339Advisers
49 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
- 7732529
- Firm CRD
- 1588