Patrick Joseph Xavier
Investment adviser representative at Davis Wealth Advisors
10 yearsExperience
2 statesRegistered in
$197.1MFirm assets
2 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
10 years in the industry.
- Davis Wealth Advisors, LLCJun 2025 to now
- Boston CollegeAug 2024 to May 2025
- Sentinel GroupJun 2024 to Aug 2024
- Boston CollegeAug 2023 to May 2024
- Sentinel GroupJun 2023 to Aug 2023
- Boston CollegeAug 2022 to May 2023
- Align Credit UnionJun 2022 to Aug 2022
- Wilmington Public SchoolsJun 2016 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Davis Wealth Advisors
Legal name: Davis Wealth Advisors LLC
$197.1MAssets managed
92Clients
4Advisers
2 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
- 8304633
- Firm CRD
- 287736