Best Investors Account Sign in
Employer firm

Davidson Investment Advisors, Inc. CRD 110552

$5.20B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Davidson Investment Advisors, Inc.

8 Third Street North, Great Falls, MT 59401-3104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-11-21
MT RA APPROVED 2006-12-12
  • WA RA
    APPROVED
    Since 2018-11-21
  • MT RA
    APPROVED
    Since 2006-12-12

Branch Locations

8 Third Street North, Great Falls, MT 59401-3104 • United States

701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States

D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2013-02-25
  • WA RA
    APPROVED
    Since 2013-02-25

Branch Locations

8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES

Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Davidson Investment Advisors, Inc. Seattle WA 12/2006 Present
D.A. Davidson & Co. Seattle WA 12/2006 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-08-17
  • S63 Uniform Securities Agent State Law Examination
    1999-08-17
Designations
  • Chartered Financial Analyst
Other Names
  • Ed Crotty

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Great Falls, MT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor