Craig Davis has been Managing Member, CCO of Harborview Asset Management since August 2024, is a control person of the firm and directly owns 75% or more of it.
Harborview Asset Management LLC is a Gig Harbor, WA firm with $125M under management, 15 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Craig Davis’ longest registration was 7 years at Financial Insights Inc (2012–2020). Before joining Harborview Asset Management in 2024, Craig Davis was registered through Drive Wealth Advisers and Financial Insights Inc.
- – present · 2 yearsGig Harbor, WA · Adviser representative · Firm CRD 332767
- Drive Wealth Advisers– · 4 yearsGig Harbor, WA · Adviser representative · Firm CRD 174728
- Financial Insights Inc– · 7 yearsTacoma, WA · Adviser representative · Firm CRD 108797
Investment adviser representative registrations
Craig Davis is registered as an investment adviser representative in Washington, since October 2024.
- WashingtonSince 1 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2013 |
| Series 7 | General Securities Representative Examination | 4 January 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Craig Gerald Davis
- CRD
- 4721777
- Firm
- Harborview Asset Management · CRD 332767
- Role
- Managing Member, CCO
- Office
- 7201 PIONEER WAY, STE B202, Gig Harbor, WA 98335
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Craig Davis work?
Craig Davis has been Managing Member, CCO of Harborview Asset Management LLC since August 2024, and is a control person of the firm.
Is Craig Davis a financial advisor?
Yes. Craig Davis has a current investment-adviser registration in Washington, through Harborview Asset Management since October 2024.
How many years of experience does Craig Davis have?
Craig Davis has 13 years in the financial industry, since December 2012, across 3 adviser firms.
What exams has Craig Davis passed?
Craig Davis has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in January 2007.
Where did Craig Davis work before Harborview Asset Management?
Before Harborview Asset Management, Craig Davis was registered through Financial Insights Inc, October 2012 to May 2020.
Where is Craig Davis based?
Craig Davis’ registered office is in Gig Harbor, WA.
Is Craig Davis registered with FINRA?
No. Craig Davis has no current broker registration.
How can I verify Craig Davis’ record?
Search CRD 4721777 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Davis’ full registration record.