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Sherri Leigh Petefish

Davenport & Company LLC

Williamsburg, VA

CRD 3137889

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Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Davenport & Company Llc

One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2002-02-27
  • VA RA
    APPROVED
    Since 2002-02-27

Branch Locations

5400 Discovery Park Blvd Suite 301, Williamsburg, VA 23188-2882 • 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
#Ia Davenport & Company Llc Williamsburg VA 02/2002 Present
Davenport & Company Llc Williamsburg VA 01/2001 Present
  • 02/2002 → Present
    #Ia Davenport & Company Llc
    Williamsburg, VA
  • 01/2001 → Present
    Davenport & Company Llc
    Williamsburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-19
  • S66 Uniform Combined State Law Examination
    2002-02-19

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

CHARLES JONATHAN CARDER
JOHN ASHLEY PATTISALL
SHARI L BARKER

Nearby Offices

MORGAN STANLEY · Williamsburg, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WILLIAMSBURG, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Williamsburg, VA

More in Williamsburg, VA

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