Melinda Davis has been Managing Member/Chief Compliance Officer of Davis Wealth Advisors since February 2017, is a control person of the firm and directly owns 75% or more of it.
Davis Wealth Advisors LLC is a Salem, NH firm with $197M under management, 92 clients and 5 advisers across 5 offices, as of its July 2026 filing.
Melinda Davis is Founder & Wealth Advisor of Davis Wealth Advisors, based in Salem, NH. Davis became a financial advisor in 2005, starting at Morgan Stanley, and went on to found Davis Wealth Advisors.
Melinda Davis’ longest registration is the current one, 9 years at Davis Wealth Advisors since 2017. Before joining Davis Wealth Advisors in 2017, Melinda Davis was registered through Northstar Financial Planning, Inc. and Prudential Financial Planning Services.
- Northstar Financial Planning, Inc.– · 4 yearsWindham, NH · Adviser representative · Firm CRD 117205
- Prudential Financial Planning Services– · 1 yearWindham, NH · Adviser representative · Firm CRD 5685
- Morgan Stanley & Co. Incorporated– · 1 yearManchester, NH · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 1 yearNashua, NH · Adviser representative · Firm CRD 7556
Professional designations
Listed by Davis Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Melinda Davis is registered as an investment adviser representative in 3 states. The first approvals date from April 2017; the most recent is Texas, in July 2026.
- MassachusettsSince 16 December 2021
- New HampshireSince 5 April 2017
- TexasSince 6 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 February 2011 |
| Series 31 | Futures Managed Funds Examination | 9 March 2006 |
| Series 7 | General Securities Representative Examination | 16 February 2006 |
- Name
- Uniform Combined State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Full name
- Melinda Kay Davis
- CRD
- 5089384
- Firm
- Davis Wealth Advisors · CRD 287736
- Role
- Managing Member/Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- daviswealthadvisors.net
Where does Melinda Davis work?
Melinda Davis has been Managing Member/Chief Compliance Officer of Davis Wealth Advisors LLC since February 2017, and is a control person of the firm.
Is Melinda Davis a financial advisor?
Yes. Melinda Davis has a current investment-adviser registration in Massachusetts, New Hampshire and Texas, through Davis Wealth Advisors since April 2017.
How many years of experience does Melinda Davis have?
Melinda Davis has 17 years in the financial industry, since July 2009, across 5 adviser firms.
What exams has Melinda Davis passed?
Melinda Davis has passed 3 licensing exams: the Series 7, Series 31 and Series 66. The earliest, the Series 7, was passed in February 2006.
Where did Melinda Davis work before Davis Wealth Advisors?
Before Davis Wealth Advisors, Melinda Davis was registered through Prudential Financial Planning Services, March 2011 to May 2012; Morgan Stanley & Co. Incorporated, April 2007 to November 2008; Morgan Stanley, March 2006 to April 2007.
Is Melinda Davis registered with FINRA?
No. Melinda Davis has no current broker registration.
Is Melinda Davis a CFP?
Davis Wealth Advisors lists Melinda Davis with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Melinda Davis’ record?
Search CRD 5089384 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melinda Davis’ full registration record.