Stephen Michael Davis

Employer firm

Fairvoy Private Wealth, LLC CRD 329636

$605M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2009 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 04/1999 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 04/2024 → Present
  Fairvoy Private Wealth Llc
  Birmingham, AL

Previous Registrations

• 2000-02-09 → 2024-04-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
  Birmingham, AL

Other Businesses

OBA #1: D&D Aviation, LLC / Not investment-related / 1024 Willow Branch Trail, Chelsea, AL 35043 / Partnership on airplane / Member of 2 person LLC / Started Feb 2018/ 1 hour per month / no hours during trading hours / No income / Partners with one other person for single engine plane / OBA #2: StevieD & AshleyC Properties, LLC / Real estate / 1589 Woodridge Place, Vestavia, AL 35216 / Real estate purchases / Member of 2 person LLC / Started September 2020 / 0 hours per month / 0 hours during trading hours / No income / Not currently active, but established for real estate purchases. No holdings or income.

Exams

• S66 Uniform Combined State Law Examination
  1999-01-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant