Jerry Davidse has been Chief Executive Officer of Presilium Private Wealth since April 2022, is a control person of the firm and directly owns 75% or more of it. Jerry Davidse studied at Villanova University.
Presilium Private Wealth, LLC is a Radnor, PA firm with $672M under management, 380 clients and 3 advisers in one office, as of its July 2026 filing.
Jerry Davidse is Chief Executive Officer of Presilium Private Wealth. He has worked as a wealth manager since 2001, advising families on wealth planning, custom investment portfolios and risk management strategies. He was previously a Vice President at Morgan Stanley and a Senior Vice President at Merrill Lynch before founding Presilium Private Wealth in 2022.
Jerry Davidse’s longest registration was 10 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2011–2022). Before joining Presilium Private Wealth in 2022, Jerry Davidse was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney LLC.
- – present · 4 yearsRadnor, PA · Adviser representative · Firm CRD 318345
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 10 yearsPhiladelphia, PA · Adviser representative · Firm CRD 7691
- Morgan Stanley Smith Barney LLC– · under a yearPhiladelphia, PA · Adviser representative · Firm CRD 149777
Professional designations
Listed by Presilium Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jerry Davidse is registered as an investment adviser representative in 2 states. The first approvals date from April 2022; the most recent is Texas, in October 2024.
- PennsylvaniaSince 1 April 2022
- TexasSince 1 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 24 August 2001 |
| Series 66 | Uniform Combined State Law Examination | 20 August 2001 |
| Series 7 | General Securities Representative Examination | 9 August 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jerry John Davidse
- CRD
- 4414257
- Firm
- Presilium Private Wealth · CRD 318345
- Role
- Chief Executive Officer
- Office
- 150 NORTH RADNOR CHESTER ROAD, STE F110, Radnor, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- presiliumpw.com
Where does Jerry Davidse work?
Jerry Davidse has been Chief Executive Officer of Presilium Private Wealth, LLC since April 2022, and is a control person of the firm.
Is Jerry Davidse a financial advisor?
Yes. Jerry Davidse has a current investment-adviser registration in Pennsylvania and Texas, through Presilium Private Wealth since April 2022.
How many years of experience does Jerry Davidse have?
Jerry Davidse has 25 years in the financial industry, since August 2001, across 3 adviser firms.
What exams has Jerry Davidse passed?
Jerry Davidse has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in August 2001. FINRA credited Jerry Davidse with the SIE, which began in October 2018.
Where did Jerry Davidse work before Presilium Private Wealth?
Before Presilium Private Wealth, Jerry Davidse was registered through Morgan Stanley Smith Barney LLC, January 2011 to October 2011.
Where is Jerry Davidse based?
Jerry Davidse’s registered office is in Radnor, PA.
Is Jerry Davidse registered with FINRA?
No. Jerry Davidse has no current broker registration.
Is Jerry Davidse a CFP?
Presilium Private Wealth lists Jerry Davidse with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: None biography, presiliumpw.com
How can I verify Jerry Davidse’s record?
Search CRD 4414257 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerry Davidse’s full registration record.
