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Akiva Davis

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,402 clients
Average Client Portfolio
$473K average
Assets Under Management
$663.0M

Fee Structure

Minimum Investment:$5K
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Location

52 Vanderbilt Ave, Ste 403, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Akiva is involved in business development for Neurotrax cognitive testing, dedicating a few hours per week to this privately held company and receiving monthly payments.

Employment History
Current Registrations
Andrew Garrett, INC.
October 2007 - Present · 18 yrs 4 mos
Andrew Garrett INC.
June 2006 - Present · 19 yrs 8 mos
Andrew Garrett INC.Broker
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
Wachovia Securities, LLC
February 2005 - June 2006 · 1 yr 4 mos
Wachovia Securities, LLCBroker
February 2005 - June 2006 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
November 2001 - February 2005 · 3 yrs 3 mos
State Registrations6 states
CAFLMDNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Akiva Davis - Financial Advisor | TrueAdvisor