Beau Davis has been an investment adviser representative at Bluechip Wealth Advisors since July 2021, and is not listed among the firm’s executive officers or direct owners.
Bluechip Wealth Advisors LLC is a Milton, GA firm with $666M under management, 398 clients and 6 advisers in one office, as of its July 2026 filing.
Beau Davis’ longest registration was 10 years at Compass Wealth Management, LLC (2011–2021). Before joining Bluechip Wealth Advisors in 2021, Beau Davis was registered through Compass Wealth Management, LLC and Morgan Stanley Smith Barney LLC.
- Bluechip Wealth Advisors LLCCurrent– present · 5 yearsMilton, GA · Adviser representative · Firm CRD 150008
- Compass Wealth Management, LLC– · 10 yearsAtlanta, GA · Adviser representative · Firm CRD 156482
- Morgan Stanley Smith Barney LLC– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 6 yearsAtlanta, GA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Beau Davis is registered as an investment adviser representative in 2 states. The first approvals date from July 2021; the most recent is Texas, in January 2023.
- GeorgiaSince 14 July 2021
- TexasSince 12 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 10 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 October 1998 |
| Series 7 | General Securities Representative Examination | 9 October 1998 |
| Series 3 | National Commodity Futures Examination | 12 November 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Beau Hunter Davis
- CRD
- 2829250
- Firm
- Bluechip Wealth Advisors · CRD 150008
- Office
- 12655 BIRMINGHAM HWY, SUITE 201, Milton, GA 30004
- Registration
- Investment adviser registration
- In the industry since
- November 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Beau Davis work?
Beau Davis is an investment adviser representative registered through Bluechip Wealth Advisors LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Beau Davis a financial advisor?
Yes. Beau Davis has a current investment-adviser registration in Georgia and Texas, through Bluechip Wealth Advisors since July 2021.
How many years of experience does Beau Davis have?
Beau Davis has 27 years in the financial industry, since November 1998, across 4 adviser firms.
What exams has Beau Davis passed?
Beau Davis has passed 4 licensing exams: the Series 3, Series 7, Series 63 and Series 31. The earliest, the Series 3, was passed in November 1996. FINRA credited Beau Davis with the SIE, which began in October 2018.
Where did Beau Davis work before Bluechip Wealth Advisors?
Before Bluechip Wealth Advisors, Beau Davis was registered through Compass Wealth Management, LLC, March 2011 to June 2021; Morgan Stanley Smith Barney LLC, June 2009 to March 2011; Citigroup Global Markets Inc., April 2003 to June 2009.
Where is Beau Davis based?
Beau Davis’ registered office is in Milton, GA.
Is Beau Davis registered with FINRA?
No. Beau Davis has no current broker registration.
How can I verify Beau Davis’ record?
Search CRD 2829250 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Beau Davis’ full registration record.
