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Brian Patrick Clancy

Davidson Investment Advisors, Inc.

Seattle, WA

CRD 4873272

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Employer firm

Davidson Investment Advisors, Inc. CRD 110552

$5.20B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Davidson Investment Advisors, Inc.

8 Third Street North, Great Falls, MT 59401-3104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2004-11-08
  • WA RA
    APPROVED
    Since 2004-11-08

Branch Locations

701 Fifth Avenue Suite 4050, Seattle, WA 98104 • 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
Davidson Investment Advisors Seattle WA 10/2004 Present
  • 10/2004 → Present
    Davidson Investment Advisors
    Seattle, WA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

KLAKNA GROUP LTD · SEATTLE, WA
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MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

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