Sophie Rose Millington
Investment adviser representative at D.A. Davidson & Co.
11 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 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
11 years in the industry.
- D.A. Davidson & Co.Aug 2024 to now
- Altitude GalleryJun 2022 to Aug 2024
- Spectators Sports Bar and GrillApr 2022 to Feb 2023
- Montana Ale WorksAug 2021 to Apr 2022
- Restful Touch SpaMar 2021 to Sep 2021
- Pure BarreJun 2020 to Jun 2022
- Urban KitchenNov 2019 to Mar 2020
- Montana State UniversityAug 2019 to Dec 2023
- Riverside Country ClubMay 2019 to Nov 2019
- 14 NorthOct 2017 to May 2019
- JcpennyJun 2017 to Oct 2017
- Time of Your Life EventsMay 2017 to Aug 2017
- Great Rocky Mountain Toy CompanyJan 2017 to Jun 2017
- Bozeman High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 7968077
- Firm CRD
- 199