Patrick Xavier has been an investment adviser representative at Davis Wealth Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners. Patrick Xavier studied at Boston College.
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.
Patrick Xavier is Financial Planning Associate of Davis Wealth Advisors, based in Salem, NH. Xavier ran a landscaping business in high school, worked as a credit union teller and interned with the wealth management team at Sentinel Group.
Investment adviser representative registrations
Patrick Xavier is registered as an investment adviser representative in 2 states. The first approvals date from June 2026; the most recent is Massachusetts, in July 2026.
- MassachusettsSince 15 July 2026
- New HampshireSince 26 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 April 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick Joseph Xavier
- CRD
- 8304633
- Firm
- Davis Wealth Advisors · CRD 287736
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- daviswealthadvisors.net
Where does Patrick Xavier work?
Patrick Xavier is an investment adviser representative registered through Davis Wealth Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Xavier a financial advisor?
Yes. Patrick Xavier has a current investment-adviser registration in Massachusetts and New Hampshire, through Davis Wealth Advisors since June 2026.
How many years of experience does Patrick Xavier have?
Patrick Xavier has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Patrick Xavier passed?
Patrick Xavier passed the Series 65 in April 2026.
Is Patrick Xavier registered with FINRA?
No. Patrick Xavier has no current broker registration.
How can I verify Patrick Xavier’s record?
Search CRD 8304633 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Xavier’s full registration record.