Robert Davis has been Owner, Director of R M Davis since January 2025, is a control person of the firm and directly owns under 5% of it. Robert Davis holds a B.S. in Business Administration, minor in Economics from Elmira College and an Advanced Certificate in Financial Planning from Merrimack 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.
Robert M. Davis is Principal, Client Advisor of R.M. Davis, based in Portland, ME. He began his career in the financial services profession in Portland in 1989, with a background in commercial banking, private banking, portfolio management and financial planning. He joined R.M. Davis in 2017; earlier roles include Relationship/Portfolio Manager & Financial Planner at HM Payson and Senior Vice President, Private Bank at KeyBank.
Robert Davis’ longest registration is the current one, 12 years at H.M. Payson since 2013.
- H.M. PaysonAlso current– present · 12 yearsPortland, ME · Adviser representative · Firm CRD 2993
Professional designations
Listed by R M Davis
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
Robert Davis is registered as an investment adviser representative in 2 states. The first approvals date from October 2013; the most recent is New Hampshire, in December 2018.
- MaineSince 28 October 2013
- New HampshireSince 14 December 2018
Examinations
No examinations are on Robert Davis’s record.
- Full name
- Robert McIntire Davis
- CRD
- 6254486
- 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
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rmdavis.com
Where does Robert Davis work?
Robert Davis has been Owner, Director of R M Davis Inc since January 2025, and is a control person of the firm.
Is Robert Davis a financial advisor?
Yes. Robert Davis has a current investment-adviser registration in Maine and New Hampshire, through R M Davis since December 2018.
How many years of experience does Robert Davis have?
Robert Davis has 12 years in the financial industry, since October 2013, across 2 adviser firms.
Where is Robert Davis based?
Robert Davis’ registered office is in Portland, ME.
Is Robert Davis registered with FINRA?
No. Robert Davis has no current broker registration.
Is Robert Davis a CFP?
R M Davis lists Robert Davis with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
How can I verify Robert Davis’ record?
Search CRD 6254486 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Davis’ full registration record.
Scot DraegerPresident, Owner, Director
Caleb DuboisCCO, Vice President, General Counsel
Geoffrey AlexanderCEO, Owner, Director
Drew BlaneyCFO, Owner, Director
George CarrOwner, 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