Chancellor Isaac Davis
Investment adviser representative at Modern Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 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
- Seminars and workshops
Experience
12 years in the industry.
- Modern Wealth Management, LLCJun 2025 to now
- New York Life InsuranceDec 2023 to Mar 2025
- University of North Carolina At CharoltteSep 2022 to May 2025
- Fuquay Varina High SchoolJun 2018 to Aug 2022
- Carnage Middle SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (KS).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 7964253
- Firm CRD
- 324624