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David Posner

Director at Davenport & Company

Investment adviser and broker registrationsCharlottesville, VASEC record checked 18 October 2026

13
Years in the industry
13
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

David Posner is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. David Posner has been registered through Davenport & Company since 26 February 2013, has 13 years in the industry across 1 firm and has passed the Series 7, Series 66 and SIE.

Role at Davenport & Company

Title on Schedule A
Director
Control
David Posner is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Posner has held the filed role since March 2025.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

David Posner has been registered through Davenport & Company since February 2013.

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Davenport & Company LLCCurrent
    – present · 14 years
    Charlottesville, VA · Adviser representative · Firm CRD 1588
  3. Passed Series 7 and Series 66 · 2013

Registrations and exams

David Posner has a current investment-adviser registration in Texas and Virginia and has passed 3 qualifying exams.

Texas2 December 2023
Scope
Investment adviser representative
Status
Approved, resident
Virginia26 February 2013
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6625 February 2013
Name
Uniform Combined State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 722 January 2013
Name
General Securities Representative Examination

Individual record

Full name
David Joseph Posner
CRD
6134514
Firm
Davenport & Company LLC
Registration status
Investment adviser and broker registrations
Office
915 EAST HIGH STREET, SUITE 401, Charlottesville, VA 22902

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 David Posner work?

David Posner has been Director of Davenport & Company LLC since March 2025.

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

Is David Posner a financial advisor?

Yes. David Posner has a current investment-adviser registration in Texas and Virginia, through Davenport & Company since February 2013, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does David Posner have?

David Posner has worked in the financial industry for 13 years as of 18 October 2026, counted from 22 January 2013, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has David Posner passed?

David Posner has passed 3 licensing exams: the Series 7, Series 66 and SIE. The earliest, the Series 7, was passed in January 2013.

Source: IAPD individual record, checked 18 October 2026

Where is David Posner based?

David Posner’s registered office is in Charlottesville, VA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 6134514. 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 18 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 David Posner or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.