George Carr has been Owner, Director of R M Davis since January 2026, is a control person of the firm and directly owns under 5% of it. George Carr holds an MBA in concentration in Finance from Boston University and a B.A. in Psychology, minor in Economics from Bates 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.
George C. Carr is Principal, Client Advisor of R.M. Davis, based in Portland, ME. He provides investment and financial planning advice to individuals, families, non-profits and retirement plans, and coordinates and conducts the firm's annual Money Matters program. He came to R.M. Davis in 2015 after seven years in Boston at Federal Street Advisors, where he held multiple roles including Senior Client Advisor.
George Carr’s longest registration is the current one, 10 years at R M Davis since 2015. Before joining R M Davis in 2015, George Carr was registered through Old North Advisors, LLC and Federal Street Advisors Inc.
- Old North Advisors, LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 132848
- Federal Street Advisors Inc– · under a yearBoston, MA · Adviser representative · Firm CRD 106387
Professional designations
Listed by R M Davis
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
George Carr is registered as an investment adviser representative in 2 states. Each was approved in November 2015.
- MaineSince 9 November 2015
- New HampshireSince 3 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 January 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- George Creelman Carr
- CRD
- 6446964
- Firm
- R M Davis · CRD 105448
- Role
- Owner, Director
- Office
- ONE PORTLAND SQUARE, 5TH FLOOR/ SUITE 500, Portland, ME 04101-4059
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rmdavis.com
Where does George Carr work?
George Carr has been Owner, Director of R M Davis Inc since January 2026, and is a control person of the firm.
Is George Carr a financial advisor?
Yes. George Carr has a current investment-adviser registration in Maine and New Hampshire, through R M Davis since November 2015.
How many years of experience does George Carr have?
George Carr has 11 years in the financial industry, since March 2015, across 3 adviser firms.
What exams has George Carr passed?
George Carr passed the Series 65 in January 2015.
Where did George Carr work before R M Davis?
Before R M Davis, George Carr was registered through Old North Advisors, LLC, March 2015 to October 2015; Federal Street Advisors Inc, February 2015 to October 2015.
Where is George Carr based?
George Carr’s registered office is in Portland, ME.
Is George Carr registered with FINRA?
No. George Carr has no current broker registration.
Is George Carr a CFP?
R M Davis lists George Carr with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
How can I verify George Carr’s record?
Search CRD 6446964 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Carr’s full registration record.
Scot DraegerPresident, Owner, Director
Caleb DuboisCCO, Vice President, General Counsel
Geoffrey AlexanderCEO, Owner, Director
Drew BlaneyCFO, Owner, 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