David Calliott

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:

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

Current Employers

Employment History

• 06/2011 → Present
  Davenport & Company Llc
  Richmond, VA

Other Businesses

Zatos Investment - Real Estate LLC - 620 S. Broad Street, Unit A, Philadelphia, PA 19146 - Investor - Limited partner - no duties, investing capital - Compensation is variable dependent on return of home sales. no hours will be devoted to the enterprise. Sunset Property Solutions- not investment related -Limited Partner - Real estate rentals-hope to receive some residual income from the rental properties. Approximate # of hours/month you devote to this outside activity during non-business hours 0- Approximate # of hours/month you devote to this outside activity during business hours- 0. CSI GP, LLC - not investment related- 4402 Stuart Andrew Blvd Charlotte, NC 28217 General Partner - flips Real estate in Charotte, NC. Approximate # of hours/month you devote to this outside activity during non-business hours 0- Approximate # of hours/month you devote to this outside activity during business hours- 0. CSI-1, LLC not investment related- 4402 Stuart Andrew Blvd Charlotte, NC 28217 Limited Partner, passive investor - flips Real estate in Charotte, NC. Approximate # of hours/month you devote to this outside activity during non-business hours 0- Approximate # of hours/month you devote to this outside activity during business hours-

Exams

• S66 Uniform Combined State Law Examination
  2012-08-10

Designations

• Certified Financial Planner