Marvin James Davies

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 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

• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA
• 06/2020 → 05/2024
  The Ohio State University
  Columbus, OH
• 06/2023 → 08/2023
  Mai Capital
  Cleveland, OH
• 01/2022 → 05/2022
  Envisage Wealth
  Columbus, OH
• 05/2022 → 06/2023
  Stratos Wealth Partners
  Cleveland, OH
• 08/2007 → 06/2020
  Orange City School District K-12
  Pepper Pike, OH

Designations

• Certified Financial Planner

Other Names

• Marvin Davies
• Marvin James Davies