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Stewart Marshall Sigler

Davenport & Company LLC

Lynchburg, VA

CRD 1020596

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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:

Current Employers
Davenport & Company Llc

One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-11-04
  • VA RA
    APPROVED
    Since 2016-11-04

Branch Locations

1104 Commerce St. P.O. Box 570, Lynchburg, VA 24504 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Lynchburg VA 02/2006 11/2016
Morgan Stanley Smith Barney Lynchburg VA 06/2009 11/2016
Morgan Stanley Private Bank, National Association New York NY 01/2015 11/2016
Davenport & Company Llc Lynchburg VA 11/2016 Present
  • 02/2006 → 11/2016
    Citigroup Global Markets Inc.
    Lynchburg, VA
  • 06/2009 → 11/2016
    Morgan Stanley Smith Barney
    Lynchburg, VA
  • 01/2015 → 11/2016
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2016 → Present
    Davenport & Company Llc
    Lynchburg, VA
Previous Registrations
  • 2009-06-01 → 2016-11-07
    Morgan Stanley
    Lynchburg, VA
  • 2006-02-21 → 2009-06-01
    Citigroup Global Markets Inc.
    Lynchburg, VA
    New York, NY
    Lynchburg, VA
  • 2002-10-10 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Lynchburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-08
S63 Uniform Securities Agent State Law Examination 1982-02-08
  • S66 Uniform Combined State Law Examination
    2002-10-08
  • S63 Uniform Securities Agent State Law Examination
    1982-02-08

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CAPTRUST

Nearby Investors

DENNIS ROBERT BRADSHAW
DAVID ALEXANDER HEPPNER
SAMUEL BRAGG WADDELL

Nearby Offices

LPL FINANCIAL LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LYNCHBURG, VA

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