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Aric Wagner

Director at Davenport & Company

Investment adviser and broker registrationsFredericksburg, VASEC record checked 17 October 2026

34
Years in the industry
29
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Aric Wagner is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. Aric Wagner has been registered through Davenport & Company since 22 January 1997, has 34 years in the industry across 1 firm and has passed 5 licensing exams.

Role at Davenport & Company

Title on Schedule A
Director
Control
Aric Wagner is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Aric Wagner has held the filed role since March 2017.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

Aric Wagner has been registered through Davenport & Company since January 1997.

Firms and exams, newest first
  1. Passed Series 24 · 2021
  2. Passed SIE · 2018
  3. Davenport & Company LLCCurrent
    – present · 30 years
    Fredericksburg, VA · Adviser representative · Firm CRD 1588
  4. Passed Series 7, Series 63 and Series 65 · 1992

Registrations and exams

Aric Wagner has a current investment-adviser registration in Texas and Virginia and has passed 5 qualifying exams.

Texas7 November 2023
Scope
Investment adviser representative
Status
Approved, resident
Virginia22 January 1997
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6515 September 1992
Name
Uniform Investment Adviser Law Examination
Series 633 September 1992
Name
Uniform Securities Agent State Law Examination
Series 2422 April 2021
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 714 August 1992
Name
General Securities Representative Examination

Individual record

Full name
Aric Norman Wagner
CRD
2267313
Firm
Davenport & Company LLC
Registration status
Investment adviser and broker registrations
Office
904 PRINCESS ANNE STREET, SUITE 102, Fredericksburg, VA 22401-5801

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Aric Wagner work?

Aric Wagner has been Director of Davenport & Company LLC since March 2017.

Source: Form ADV, Schedule A, filed 27 July 2026

Is Aric Wagner a financial advisor?

Yes. Aric Wagner has a current investment-adviser registration in Texas and Virginia, through Davenport & Company since January 1997, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Aric Wagner have?

Aric Wagner has worked in the financial industry for 34 years as of 17 October 2026, counted from 27 August 1992, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Aric Wagner passed?

Aric Wagner has passed 5 licensing exams: the Series 7, Series 63, Series 65, SIE and Series 24. The earliest, the Series 7, was passed in August 1992.

Source: IAPD individual record, checked 17 October 2026

Where is Aric Wagner based?

Aric Wagner’s registered office is in Fredericksburg, VA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 2267313. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Davenport & Company LLC, filed 27 July 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Aric Wagner or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.