Geoffrey Alexander has been CEO, Owner, Director of R M Davis since January 2004, is a control person of the firm and directly owns between 25% and 50% of it. Geoffrey Alexander holds an M.B.A. from Boston University and a B.A. from Colby College.
R M Davis Inc is a Portland, ME firm with $8.15B under management, 2,437 clients and 25 advisers across 3 offices, as of its March 2026 filing.
Geoffrey K. Alexander is Principal, Chief Executive Officer of R.M. Davis, based in Portland, ME. He is responsible for the strategic direction and business initiatives of the firm at the highest level, manages numerous client relationships, and serves on the Management Committee and the Investment Committee. He joined R.M. Davis in 1997; earlier he was Assistant Vice President and Portfolio Manager at Key Asset Management.
Investment adviser representative registrations
Geoffrey Alexander is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2002; the most recent is New Hampshire, in April 2013.
- MaineSince 26 September 2002
- New HampshireSince 5 April 2013
- TexasResidentSince 2 May 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 26 August 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 1997 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Geoffrey Knight Alexander
- CRD
- 2883211
- Firm
- R M Davis · CRD 105448
- Role
- CEO, Owner, Director
- Office
- 24 CITY CENTER, Portland, ME 04101
- Registration
- Investment adviser registration
- In the industry since
- September 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rmdavis.com
Where does Geoffrey Alexander work?
Geoffrey Alexander has been CEO, Owner, Director of R M Davis Inc since January 2004, and is a control person of the firm.
Is Geoffrey Alexander a financial advisor?
Yes. Geoffrey Alexander has a current investment-adviser registration in Maine, New Hampshire and Texas, through R M Davis since September 2002.
How many years of experience does Geoffrey Alexander have?
Geoffrey Alexander has 24 years in the financial industry, since September 2002, across 1 adviser firm.
What exams has Geoffrey Alexander passed?
Geoffrey Alexander has passed 2 licensing exams: the Series 65 and Series 7. The earliest, the Series 65, was passed in April 1997.
Where is Geoffrey Alexander based?
Geoffrey Alexander’s registered office is in Portland, ME.
Is Geoffrey Alexander registered with FINRA?
No. Geoffrey Alexander has no current broker registration.
How can I verify Geoffrey Alexander’s record?
Search CRD 2883211 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Geoffrey Alexander’s full registration record.
Scot DraegerPresident, Owner, Director
Caleb DuboisCCO, Vice President, General Counsel
Drew BlaneyCFO, Owner, Director
George CarrOwner, Director
Robert DavisOwner, Director
John DoughtyCIO, Owner, Director
Wendy LaidlawOwner, Director
Matthew McFarlandOwner, Director
Brian NoyesChairman of Board of Directors, Owner, Director
Dean WalkerCOO, Owner, Director
Michele WhitmoreOwner, Director
Michael WoodOwner, Director