Nikolas Cory Pry
Investment adviser representative at Davenport & Company LLC
12 yearsExperience
2 statesRegistered in
$24.7BFirm assets
49 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 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
12 years in the industry.
- Davenport & Company LLCMay 2025 to now
- Four Corners Advisor GroupApr 2024 to now
- Kelly Wealth Management GroupMar 2024 to now
- Raymond James Financial Services Advisors, IncJul 2024 to Apr 2025
- Raymond James Financial Services, Inc.Mar 2024 to Apr 2025
- Edward JonesJul 2023 to Mar 2024
- UnemployedFeb 2023 to Jul 2023
- Sports SpectrumOct 2021 to Dec 2021
- Carolina Baseball CampsJul 2019 to Feb 2023
- University of North Carolina - Chapel HillJun 2018 to May 2022
- Flow FarmAug 2017 to Jun 2018
- Pinecrest High SchoolAug 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7773368
- Firm CRD
- 1588