Joseph Stuart Davies

Employer firm

Chapel Bridge Wealth Advisors CRD 313295

$274M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• ADVISORY CONSULTING; FAMILY OFFICE AND WEALTH PLANNING SERVICES

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

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

Current Employers

Employment History

• 10/2002 → 04/2021
  Windsor Advisory Group, Llc
  Columbus, Ohio, OH
• 02/2021 → Present
  Chapel Bridge Wealth Advisors
  San Juan, PR

Previous Registrations

• 2014-03-25 → 2021-05-13
  Windsor Advisory Group, Llc
  Columbus, OH

Other Businesses

TRADOVATE HOLDINGS, FUTURES BROKERAGE, 936 HOME ROAD, DELAWARE, OH 43015; FUTURES TRADING PLATFORM AND BROKERAGE, INVESTOR/ADVISORY BOARD, SINCE 2017; 1 HOUR/WEEK.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-20
• S63 Uniform Securities Agent State Law Examination
  1994-08-22

Designations

• Chartered Financial Analyst