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Andrew Bouchard Livingston

R M Davis Inc

Portland, ME

CRD 7799752

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Employer firm

R M Davis Inc CRD 105448

$8.15B 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
R M Davis Inc

24 City Center, Portland, ME 04101-4069 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2023-10-13
NH RA APPROVED 2023-09-08
  • ME RA
    APPROVED
    Since 2023-10-13
  • NH RA
    APPROVED
    Since 2023-09-08

Branch Locations

24 City Center, Portland, ME 04101-4069 • 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
R.M. Davis, Inc. Portland ME 08/2023 Present
Key Private Bank Portland ME 01/2016 04/2022
Camden National Bank Portland ME 04/2022 07/2023
  • 08/2023 → Present
    R.M. Davis, Inc.
    Portland, ME
  • 01/2016 → 04/2022
    Key Private Bank
    Portland, ME
  • 04/2022 → 07/2023
    Camden National Bank
    Portland, ME
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC

Nearby Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER

Nearby Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME

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