AD
AD

Anthony Davis

3 Years of Experience
Broker

Anthony Davis is a registered investment advisor at Assetmark, INC., based in Phoenix, AZ, with 3 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

3200 N. Central Avenue, 7th Floor, Phoenix, AZ, 85012

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Assetmark, INC.
December 2025 - Present · 4 mos
Assetmark Brokerage, LLCBroker
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Fidelity Brokerage Services LLCBroker
July 2023 - December 2024 · 1 yr 5 mos
Key Investment Services LLCBroker
June 2022 - March 2023 · 9 mos
State Registrations1 state
AZ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.