Beau Hunter Davis

Employer firm

Bluechip Wealth Advisors LLC CRD 150008

$666M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 03/2011 → 06/2021
  Compass Wealth Management Llc
  Atlanta, GA
• 05/2012 → 02/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2021 → Present
  Bluechip Wealth Advisors Llc.
  Milton, GA

Previous Registrations

• 2011-03-09 → 2021-06-30
  Compass Wealth Management, Llc
  Atlanta, GA
• 2009-06-01 → 2011-03-09
  Morgan Stanley
  Atlanta, GA
• 2003-04-14 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-16

Designations

• Certified Financial Planner

Other Names

• Beau H Davis
• Beau Davis