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John Nmn Davi

Astoria Portfolio Advisors LLC

New York, NY

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Current Employers
Astoria Portfolio Advisors Llc

500 7Th Avenue 9Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-06-09
NY RA APPROVED 2021-06-01
  • TX RA
    APPROVED_RES
    Since 2021-06-09
  • NY RA
    APPROVED
    Since 2021-06-01

Branch Locations

500 7Th Avenue 9Th Floor, New York, NY 10018 • 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
Hofstra University Hempstead NY 09/1996 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 04/1999 Present
Morgan Stanley New York NY 11/2009 05/2017
Astoria Portfolio Advisors Llc New York NY 05/2017 Present
Astoria Portfolio Advisors Llc New York NY 05/2017 Present
  • 09/1996 → Present
    Hofstra University
    Hempstead, NY
  • 04/1999 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 11/2009 → 05/2017
    Morgan Stanley
    New York, NY
  • 05/2017 → Present
    Astoria Portfolio Advisors Llc
    New York, NY
  • 05/2017 → Present
    Astoria Portfolio Advisors Llc
    New York, NY
Other Businesses

Pending Business name; Investment related; Sole Proprietor / Owner / Partner; 03/2017; During Business hours: 0, After Business hours: 20

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-26
S63 Uniform Securities Agent State Law Examination 1998-06-24
  • S65 Uniform Investment Adviser Law Examination
    2017-05-26
  • S63 Uniform Securities Agent State Law Examination
    1998-06-24
Other Names
  • Johnny Davi
  • Johnny Davi
  • John Davi

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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