Phillip Conroy Danieley
Investment adviser representative at Davenport & Company LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.7BFirm 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 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
11 years in the industry.
- Davenport & Company LLCAug 2024 to now
- PolicygeniusMar 2020 to Jul 2024
- Ponysaurus Brewing CompanyJul 2018 to Mar 2020
- Highland Brewing CompanyMay 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7959164
- Firm CRD
- 1588