Michael T Wood

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2016 → 02/2021
  Bb&T Securities
  Bluefield, VA
• 05/2014 → 09/2016
  Bluefield College
  Bluefield, VA
• 02/2021 → 01/2023
  Truist Investment Services, Inc.
  Bluefield, VA
• 01/2023 → Present
  D.A. Davidson & Co.
  Bluefield, VA

Previous Registrations

• 2021-02-17 → 2023-01-23
  Truist Advisory Services, Inc.
  Atlanta, GA
  Bluefield, VA
• 2017-03-28 → 2021-02-17
  Bb&T Securities, Llc
  Bluefield, VA
  Richmond, VA

Other Businesses

TAZEWELL HIGH SCHOOL HALL OF FAME, LLC; NON-INVESTMENT RELATED; TAZEWELL, VA; NON-PROFIT; BOARD MEMBER; START 6/1/25; 2 HR/QUARTER; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; WE ELECT MEMBERS TO THE TAZEWELL HIGH SCHOOL HALL OF FAME AND HELP TO PROVIDE SCHOLARSHIPS TO GRADUATES.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-28

Other Names

• Michael T Wood