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Patrick Joseph Xavier

Davis Wealth Advisors

Cambridge, MA

Salem, NH

CRD 8304633

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Employer firm

Davis Wealth Advisors CRD 287736

$197M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • BUSINESS AND FINANCIAL CONSULTING

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

Current Employers
Davis Wealth Advisors

12 Stiles Road Suite 203, Salem, NH 03079 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-15
NH RA APPROVED 2026-06-26
  • MA RA
    APPROVED
    Since 2026-07-15
  • NH RA
    APPROVED
    Since 2026-06-26

Branch Locations

Cambridge, MA • United States

12 Stiles Road Suite 203, Salem, NH 03079 • 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
Davis Wealth Advisors, Llc Salem NH 06/2025 Present
Boston College Chestnut Hill MA 08/2024 05/2025
Sentinel Group Wakefield MA 06/2024 08/2024
Boston College Chestnut Hill MA 08/2023 05/2024
Sentinel Group Wakefield MA 06/2023 08/2023
Boston College Chestnut Hill MA 08/2022 05/2023
Align Credit Union Wilmington MA 06/2022 08/2022
Wilmington Public Schools Wilmington MA 06/2016 06/2022
  • 06/2025 → Present
    Davis Wealth Advisors, Llc
    Salem, NH
  • 08/2024 → 05/2025
    Boston College
    Chestnut Hill, MA
  • 06/2024 → 08/2024
    Sentinel Group
    Wakefield, MA
  • 08/2023 → 05/2024
    Boston College
    Chestnut Hill, MA
  • 06/2023 → 08/2023
    Sentinel Group
    Wakefield, MA
  • 08/2022 → 05/2023
    Boston College
    Chestnut Hill, MA
  • 06/2022 → 08/2022
    Align Credit Union
    Wilmington, MA
  • 06/2016 → 06/2022
    Wilmington Public Schools
    Wilmington, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-20
  • S65 Uniform Investment Adviser Law Examination
    2026-04-20

View on SEC IAPD

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