Davis Graham

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-08
MI	RA	APPROVED	2023-06-27

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Grosse Pointe	MI	03/2023	Present
Merrill Lynch	Bloomfield Hills	MI	07/2020	08/2020
Xanedu Publishing	Ann Arbor	MI	06/2021	08/2021
Detroit Woodworking	St.cLair Shores	MI	06/2022	08/2022
Middle/ High School	Grosse Pointe	MI	09/2012	06/2018
Wayne State University	Detroit	MI	08/2018	12/2022
Bank Of America, N.A.	Grosse Pointe	MI	05/2023	Present

03/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grosse Pointe, MI
07/2020 → 08/2020

Merrill Lynch

Bloomfield Hills, MI
06/2021 → 08/2021

Xanedu Publishing

Ann Arbor, MI
06/2022 → 08/2022

Detroit Woodworking

St.cLair Shores, MI
09/2012 → 06/2018

Middle/ High School

Grosse Pointe, MI
08/2018 → 12/2022

Wayne State University

Detroit, MI
05/2023 → Present

Bank Of America, N.A.

Grosse Pointe, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-26