Crystal Dionne Davis

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2009 → Present
  Davis & Ritter Cpa'S Llc
  Camp Springs, MD
• 06/2011 → 09/2025
  Avantax Investment Services, Inc.
  Camp Springs, MD
• 10/2013 → 09/2025
  Avantax Advisory Services
  Camp Springs, MD
• 03/2009 → Present
  Crystal Davis
  Bowie, MD
• 02/2014 → 09/2025
  Avantax Insurance Agency, Llc
  Camp Springs, MD
• 01/2020 → Present
  Crd Properties
  Bowie, MD
• 01/2024 → Present
  Davis Financial Services Llc
  Camp Springs, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Camp Springs, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-10-22 → 2025-09-05
  Avantax Advisory Services
  Bowie, MD

Other Businesses

1) Crystal Davis~8030 Quill Point Drive~Bowie~MD~20720~Communications~Other~3/1/2009~15hrs~0hrs~Edit for various publications 2) Davis & Ritter CPA's LLC~5871 Allentown Rd~Camp Springs~MD~20746~Tax Preparation/Accounting~Director/Officer~1/1/2009~160hrs~130hrs~manage the work flow and technology issues 3) CRD PROPERTIES; POSITION: President NATURE: I serve as property manager for properties in DC and Maryland. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2020 ADDRESS: 8030 Quill Point Dr, Bowie MD 20720, United States DESCRIPTION: I serve as the liaison between property management companies and the owners of the real estate. I work with the companies to ensure that the owners' needs are met in reference to the properties. This includes follow-up emails and making sure the management companies are doing their job and keep the tenants happy. 4) DAVIS FINANCIAL SERVICES LLC POSITION: President NATURE: Tax Preparation, Business Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 5871 Allentown Rd, Camp Springs MD 20746, United States DESCRIPTION: Prepare tax returns for individuals, businesses and estates

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-28
• S63 Uniform Securities Agent State Law Examination
  2011-10-17

Designations

• Certified Financial Planner