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Craig Gerald Davis

Harborview Asset Management LLC

Gig Harbor, WA

CRD 4721777

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Employer firm

Harborview Asset Management LLC CRD 332767

$125M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • SUB-ADVISORY SERVICES TO OTHER ADVISERS

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

Current Employers
Harborview Asset Management Llc

7201 Pioneer Way Ste B202, Gig Harbor, WA 98335 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-10-01
  • WA RA
    APPROVED
    Since 2024-10-01

Branch Locations

7201 Pioneer Way Ste B202, Gig Harbor, WA 98335 • 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
Financial Insights, Inc. Tacoma WA 12/2010 05/2020
Drive Wealth Advisers Lehi UT 07/2020 Present
Harborview Asset Management, Llc Gig Harbor WA 06/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-05
  • S65 Uniform Investment Adviser Law Examination
    2013-02-05
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LIGHTHOUSE WEALTH STRATEGIES, LLC
EDWARD JONES
SOWELL MANAGEMENT

Nearby Investors

KELLY ROY CAVIEZEL
MEGAN ANNE HAYES
KARSTEN JON CAVIEZEL

Nearby Offices

LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
EDWARD JONES · GIG HARBOR, WA
SOWELL MANAGEMENT · Gig Harbor, WA

More in Gig Harbor, WA

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