Andrew Ian Davidson

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/1993 → Present
  D.A. Davidson & Co.
  Great Falls, MT
• 02/1993 → Present
  Davidson Investment Advisors, Inc.
  Great Falls, MT

Other Businesses

1) Trustee; investment related; Great Falls, MT; individual trusts, trustee, starting 03/01/2016; approx. 40 hours per year; no time devoted to this activity during securities trading hours; all trustee duties. 2) Davidson Family Properties, LLC; investment related; Great Falls, MT; real estate; Manager; starting 06/22/2016; approx. 1 hour per year; no time devoted to this activity during securities trading hours; assist in property management. 3) Davidson Family Foundation; investment related; Great Falls, MT; non-profit, charitable giving; President/Secretary; 12/01/2014; approx. 40 hours per year; no time devoted to this activity during securities trading hours; assist in the management of the foundation. 4) Davidson Investments II, LL; investment related; Great Falls, MT; Manager; 12/5/2015; approx. 8 hours per year; and during securities trading hours; manage the LLCs and make financial decisions that include opening accounts, and facilitate trades. 5) Davidson Investments LLC; investment related; Great Falls, MT; Manager; 12/5/2015; approx. 8 hours per year; and during securities trading hours; manage the LLCs and make financial decisions that include opening accounts, and facilitate trades. 6) Davidson Legacy, LLC; investment related; Great Falls, MT; Manager; 12/5/2015; approx. 4 hr/month; and during securities trading hours; manage the LLC and transact investments. 7) Davidson Legacy II, LLC; investment related; Great Falls, MT; Manager; 4/1/2020; approx. 4 hr/month; and during securities trading hours; manage the LLC and transact investments. 8) Davidson Investment III, LLC; investment related; Great Falls, MT; Manager; 4/1/2020; approx. 4 hr/month; and during securities trading hours; manage the LLC and transact investments. 9) University of Montana Foundation; non-investment related; Missoula, MT; Foundation that supports University of Montana; Trustee / Board Member and serve on Governance Committee; Starting 10/2/2020; 24 hr/year; and during securities trading hours; duties related to Trustee and Board position. 10) Davidson Legacy Trust; Investment related; Great Falls, MT; Trustee; start 12/20/23; 1 hr/year; no time devoted during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-05-01
• S63 Uniform Securities Agent State Law Examination
  1990-11-03