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Brian David Manetz

Davenport & Company LLC

Kilmarnock, VA

CRD 2247773

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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 2008-11-07
  • VA RA
    APPROVED
    Since 2008-11-07

Branch Locations

141 Technology Park Drive, Kilmarnock, VA 22482 • 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
Davenport & Company Llc. Fredericksburg VA 11/2008 Present
Davenport & Company Llc Kilmarnock VA 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-01-26
S63 Uniform Securities Agent State Law Examination 1992-09-09
  • S65 Uniform Investment Adviser Law Examination
    1998-01-26
  • S63 Uniform Securities Agent State Law Examination
    1992-09-09

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC

Nearby Investors

MICHELE T FAULKNER
TERRI M DAVIS
CRESTON WELBY SAUNDERS

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · KILMARNOCK, VA
OSAIC INSTITUTIONS, INC. · KILMARNOCK, VA
LPL FINANCIAL LLC · KILMARNOCK, VA

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