Mallory Nichole Davis
Investment adviser representative at Ma Private Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$686MFirm 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
12 years in the industry.
- Ma Private Wealth, LLCJul 2021 to now
- Silicon Valley Community FoundationNov 2019 to Jul 2021
- HomemakerMay 2019 to Nov 2019
- Albion Financial GroupNov 2016 to May 2019
- Westech Engineering, Inc.Oct 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ma Private Wealth, LLC
$686MAssets managed
366Clients
5Advisers
8 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
- 7738339
- Firm CRD
- 291366