Andrew Bouchard Livingston
Investment adviser representative at R M Davis Inc
10 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$8.2BFirm assets
Are you Andrew Bouchard Livingston? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- R M Davis IncSep 2023 to now
- R.M. Davis, Inc.Aug 2023 to now
- Camden National BankApr 2022 to Jul 2023
- Key Private BankJan 2016 to Apr 2022
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (ME, NH).
R M Davis Inc
$8.2BAssets managed
2,437Clients
22Advisers
48 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
- 7799752
- Firm CRD
- 105448