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535 Madison Avenue 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-18 |
Branch Locations
535 Madison Avenue 14Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spears Abacus Advisors Llc | New York | NY | 11/2011 | Present |
THE DAVIS FUNDS; INVESTMENT RELATED; 2949 E. ELVIRA ROAD, SUITE 101, TUCSON, AZ 85706; MUTUAL FUND SPONSOR; INDEPENDENT MEMBER OF BOARD OF DIRECTORS; START DATE 01/2003; THREE HOURS PER MONTH; ONE HOUR PER MONTH DURING SECURITIES TRADING HOURS. Davis Funds, Davis Portfolios; Director; Investment Related; 620 Fifth Avenue New York NY 10020; Description: I am an independent director of three mutual fund families sponsored by Davis Selected Advisors: Davis Funds, Davis Portolios, Davis Series Funds; Start date: 2002-01-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-14 |
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