Grant R Davis
Investment adviser representative at Newedge Advisors
12 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 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 fee
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.
- Newedge Securities IncJan 2024 to now
- Newedge Advisors, LLC.Jul 2023 to now
- Matchpoint ConnectionJul 2021 to Jun 2023
- State Farm InsuranceAug 2020 to Jan 2021
- Mikes In TigerlandJan 2019 to Aug 2022
- Louisiana State UniversityMay 2018 to May 2022
- Hamshire-fannett High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (LA).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 7777647
- Firm CRD
- 171351