Adam Grant Davis

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-13
CA	RA	APPROVED	2022-10-11

Branch Locations

101 S Rodeo Dr, Beverly Hills, CA 90212 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Beverly Hills	CA	05/2022	Present
Sole Proprietor	Pacific Palisades	CA	01/2017	03/2022
Lead Genesis	Las Vegas	NV	03/2014	11/2016
Bank Of America, N.A	Beverly Hills	CA	08/2022	Present

05/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Beverly Hills, CA
01/2017 → 03/2022

Sole Proprietor

Pacific Palisades, CA
03/2014 → 11/2016

Lead Genesis

Las Vegas, NV
08/2022 → Present

Bank Of America, N.A

Beverly Hills, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-29