Matthew Riley Davis

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/1999 → 03/2020
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Washington, DC
• 11/2009 → 03/2020
  Bank Of America,Na
  Washington, DC
• 03/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Olney, MD

Previous Registrations

• 2000-04-01 → 2020-03-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Washington, DC

Other Businesses

DAVIS WEALTH MANAGEMENT, LLC, INVT RELATED, OLNEY, MD, 80% OWNERSHIP, START DATE 3/20/2020, 120 HRS PER MONTH, 8 HRS PER MONTH, FINET PRACTICE. TRUSTEE FOR THE DAVIS WEALTH MANAGEMENT 401K; INV RELATED; OLNEY; MD; START: 10/15/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2000-02-23

Other Names

• Matt Davis
• Matthew R Davis