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Michelle Lee Johnson

Davenport & Company LLC

Charlottesville, VA

CRD 6699559

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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
TX RA APPROVED 2023-11-06
VA RA APPROVED 2023-10-18
  • TX RA
    APPROVED
    Since 2023-11-06
  • VA RA
    APPROVED
    Since 2023-10-18

Branch Locations

915 East High Street Suite 401, Charlottesville, VA 22902 • 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
Davenport & Company Llc Charlottesville VA 08/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2023-10-18

View on SEC IAPD

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