Gary Blayde Davis

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2010 → 10/2024
  American Portfolios Financial Services, Inc.
  Jensen Beach, FL
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2010-03-17 → 2024-10-11
  American Portfolios Advisors, Inc
  Port St. Lucie, FL
  Holbrook, NY
• 2006-01-13 → 2010-02-04
  Lpl Financial Llc
  Port St Lucie, FL
  Jensen Beach, FL
• 2005-12-21 → 2006-01-19
  Raymond James Financial Services, Inc.
  Jensen Beach, FL
• 2001-11-02 → 2005-12-20
  Ubs Financial Services Inc.
  Stuart, FL

Other Businesses

1. BOARD OF DIRECTORS PORT ST LUCIE DOWNTOWN LIONS CLUB POSITION: Board of Directors NATURE: CHARITABLE INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: 9221 SE Event Center PL, Port St Lucie FL 34952, United States DESCRIPTION: I secure the permits and licensing for our temporary beer sales, plus arrange for the delivery of the products. VOLUNTEER AND HELP IN RAISING FUNDS FOR NEEDY INDIVIDUALS. 2. FINRA DISPUTE RESOLUTION POSITION: INDEPENDENT FINRA ARBITRATOR NATURE: FINANCIAL ARBITRATOR (Dispute Resolution) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2012 ADDRESS: 361 NW Granville St,, Port St Lucie FL 34986, United States DESCRIPTION: I am a FINRA Arbitrator and have been called once in 12 years, which was about 7 or 8 years ago. Total time was 2 phone calls of less than 30 minutes. 3. SUDS N TOSS - NEW DRY SOAP TOWEL. PASSIVE ROLE, NO CLIENTS INVOLVED. NOT SECURITIES RELATED. START DATE 4/9/2014. 10% OWNERSHIP. 2 HOURS DEVOTED PER MONTH, ZERO HOURS DURING MARKET HOURS. 4/11/14

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-09
• S63 Uniform Securities Agent State Law Examination
  1981-02-23

Designations

• Certified Financial Planner

Other Names

• Gary Blayde Davis
• Gary B Davis