Evan Davies has been an investment adviser representative at Praetorian Wealth Management since November 2024, and is not listed among the firm’s executive officers or direct owners. Evan Davies holds an MBA from Harvard Business School, an M.S. in Personal Financial Planning from the College for Financial Planning and a B.S. in Economics from United States Military Academy at West Point.
Praetorian Wealth Management, Inc. is a Carmel, CA firm with $599M under management, 470 clients and 8 advisers in one office, as of its January 2026 filing.
Evan Davies is Wealth Manager at Praetorian Guard. He spent 20 years in the U.S. Army, where he helped soldiers and families work through financial decisions on a pro bono basis, and at West Point he rebuilt a cadet financial literacy course. He helps transitioning and retiring service members, small business owners, entrepreneurs and families make decisions about retirement, equity compensation, concentrated stock positions, charitable giving, college funding and major lifestyle goals.
- – present · 1 yearGambrills, MD · Adviser representative · Firm CRD 147814
Professional designations
Listed by Praetorian Wealth Management
- CERTIFIED FINANCIAL PLANNER® (CFP®)
Investment adviser representative registrations
Evan Davies is registered as an investment adviser representative in Maryland, since November 2024.
- MarylandSince 14 November 2024
Examinations
No examinations are on Evan Davies’s record.
- CRD
- 8009252
- Firm
- Praetorian Wealth Management · CRD 147814
- Office
- Gambrills, MD
- Registration
- Investment adviser registration
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- praetorianguard.biz
Where does Evan Davies work?
Evan Davies is an investment adviser representative registered through Praetorian Wealth Management, Inc. since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Evan Davies a financial advisor?
Yes. Evan Davies has a current investment-adviser registration in Maryland, through Praetorian Wealth Management since November 2024.
How many years of experience does Evan Davies have?
Evan Davies has 1 year in the financial industry, since November 2024, across 1 adviser firm.
Where is Evan Davies based?
Evan Davies’ registered office is in Gambrills, MD.
Is Evan Davies registered with FINRA?
No. Evan Davies has no current broker registration.
Is Evan Davies a CFP?
Praetorian Wealth Management lists Evan Davies with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Evan Davies’ record?
Search CRD 8009252 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Davies’ full registration record.
