Michael Philip Wood

Employer firm

R M Davis Inc CRD 105448

$8.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  R.M. Davis, Inc.
  Portland, ME

Previous Registrations

• 2012-06-25 → 2013-01-17
  Cmh Wealth Management, Llc
  Portsmouth, NH
• 1997-01-01 → 2007-12-31
  Ram Trust Services Inc
  Portland, ME

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-05-17

Designations

• Chartered Financial Analyst

Other Names

• Michael Wood