Inactive

Marc L Davis

Cary Street Partners Asset Management

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Current Employers

Cary Street Partners Asset Management

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APP_PEND_IARCE	2026-01-01

NJ RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

129 Summit Avenue, Summit, NJ 07901 • 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

Organization	City	State	From	To
Cary Street Partners Asset Management	Summit	NJ	08/2020	Present
Tradition Asset Management	Summit	NJ	05/2019	08/2020
Tradition Capital Management	Summit	NJ	02/2002	05/2019

08/2020 → Present

Cary Street Partners Asset Management

Summit, NJ
05/2019 → 08/2020

Tradition Asset Management

Summit, NJ
02/2002 → 05/2019

Tradition Capital Management

Summit, NJ

Designations

Other Names

Marc Davis

View on SEC IAPD

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BIANCO WEALTH ADVISORS LLC

FORZA INVESTMENT GROUP, LP

TSP CAPITAL MANAGEMENT GROUP, LLC

OPPENHEIMER & CO. INC.

Other Investors

DAVID MORRIS MARGOLIS

KENNETH ALAN FREELUND

Matthew James Pejkovic

NICHOLAS ALFRED PISCIOTTI

KRISTINE CHARBONNEAU O'KEEFE

Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ

CONVERSANT CAPITAL LLC · SUMMIT, NJ

J.P. MORGAN SECURITIES LLC · Summit, NJ

WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ

BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ

FORZA INVESTMENT GROUP, LP · SUMMIT, NJ

TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

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