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Douglas Davey

Investment adviser representative at Statheros Financial Solutions in El Dorado Hills, CA

Investment adviser registrationUpdated

Douglas Davey is an investment adviser representative at Statheros Financial Solutions, Inc., an investment adviser managing $926M, and works from its El Dorado Hills, CA office. Douglas Davey has been registered through Statheros Financial Solutions since 11 April 2026, has 17 years in the industry across 2 firms and has passed the Series 65.

17
Years in industry
0
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Douglas Davey has been an investment adviser representative at Statheros Financial Solutions since April 2026, and is not listed among the firm’s executive officers or direct owners.

Statheros Financial Solutions, Inc. is an El Dorado Hills, CA firm with $926M under management, 625 clients and 11 advisers across 2 offices, as of its June 2026 filing.

Douglas Davey’s longest registration was 11 years at PGR Solutions, LLC (2008–2019). Before joining Statheros Financial Solutions in 2026, Douglas Davey was registered through PGR Solutions, LLC.

  1. – present · 6 years
    El Dorado Hills, CA · Adviser representative · Firm CRD 306217
  2. PGR Solutions, LLC
    – · 11 years
    Worley, ID · Adviser representative · Firm CRD 119490

Credentials and registrations

Investment adviser representative registrations

Douglas Davey is registered as an investment adviser representative in 2 states. Each was approved in April 2026.

  • CaliforniaSince 13 April 2026
  • IdahoSince 11 April 2026

Examinations

Series 6522 December 2008
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Douglas Harry Davey
CRD
5628072
Office
1107 INVESTMENT BLVD., STE. 135, El Dorado Hills, CA 95762
Registration
Investment adviser registration
In the industry since
December 2008
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Douglas Davey work?

Douglas Davey is an investment adviser representative registered through Statheros Financial Solutions, Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Douglas Davey a financial advisor?

Yes. Douglas Davey has a current investment-adviser registration in California and Idaho, through Statheros Financial Solutions since April 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Douglas Davey have?

Douglas Davey has 17 years in the financial industry, since December 2008, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Douglas Davey passed?

Douglas Davey passed the Series 65 in December 2008.

Source: IAPD individual record, checked 24 October 2026

Where did Douglas Davey work before Statheros Financial Solutions?

Before Statheros Financial Solutions, Douglas Davey was registered through PGR Solutions, LLC, December 2008 to December 2019.

Source: IAPD individual record, checked 24 October 2026

Where is Douglas Davey based?

Douglas Davey’s registered office is in El Dorado Hills, CA.

Source: IAPD individual record, checked 24 October 2026

Is Douglas Davey registered with FINRA?

No. Douglas Davey has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Douglas Davey’s record?

Search CRD 5628072 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Davey’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Statheros Financial Solutions

Sources

  1. IAPD individual record, CRD 5628072, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Statheros Financial Solutions, Inc., filed 2 June 2026. Executive officers and direct owners; this person is not among them.