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Mallory Nichole Davis

Ma Private Wealth, LLC

San Carlos, CA

CRD 7738339

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Employer firm

Ma Private Wealth, LLC CRD 291366

$686M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Ma Private Wealth, Llc

1355 A San Carlos Avenue, San Carlos, CA 94070 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-08
  • CA RA
    APPROVED
    Since 2023-05-08

Branch Locations

1355 A San Carlos Avenue, San Carlos, CA 94070 • 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
Westech Engineering, Inc. Salt Lake City UT 10/2014 11/2016
Albion Financial Group Salt Lake City UT 11/2016 05/2019
Homemaker North Salt Lake UT 05/2019 11/2019
Silicon Valley Community Foundation Mountain View CA 11/2019 07/2021
Ma Private Wealth San Carlos CA 07/2021 Present
  • 10/2014 → 11/2016
    Westech Engineering, Inc.
    Salt Lake City, UT
  • 11/2016 → 05/2019
    Albion Financial Group
    Salt Lake City, UT
  • 05/2019 → 11/2019
    Homemaker
    North Salt Lake, UT
  • 11/2019 → 07/2021
    Silicon Valley Community Foundation
    Mountain View, CA
  • 07/2021 → Present
    Ma Private Wealth
    San Carlos, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
PROPEL VENTURE PARTNERS MANAGEMENT CO.
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

VIJAY C PATEL
MARTIN SCOTT MILLER
BRIAN CURTIS FERRIN

Nearby Offices

MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
OSAIC WEALTH, INC. · SAN CARLOS, CA
PROPEL VENTURE PARTNERS MANAGEMENT CO. · SAN CARLOS, CA

More in San Carlos, CA

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