Macy Lynn Davis

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2024 → Present
  Equitable Advisors, Llc
  New York, NY
• 06/2022 → 01/2024
  Vogt Rv
  Forth Worth, TX
• 08/2018 → 07/2022
  Leaderboard Of Dallas
  Carrollton, TX
• 11/2021 → 03/2022
  Golf Genius
  Wayne, PA
• 05/2016 → 08/2018
  Trophy Club Country Club
  Trophy Club, TX
• 01/2024 → 02/2024
  Unemployed
  Benbrook, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-11-16
• S63 Uniform Securities Agent State Law Examination
  2024-06-20

Other Names

• Macy Lynn Davis
• Macy Davis