William Davis has been Managing Member and CCO of Vericrest Private Wealth since April 2023, is a control person of the firm and directly owns 75% or more of it. William Davis holds an Undergraduate degree from La Salle University. William Davis is a graduate of degree, Temple University.
Vericrest Private Wealth, LLC is a Newtown, PA firm with $138M under management, 109 clients and 1 adviser in one office, as of its March 2026 filing.
William F. Davis is Managing Partner of Vericrest Private Wealth, which he joined in 2023. He began his advisory career in 2010, after working in the training and learning department at Janney Montgomery Scott in Philadelphia. He has held financial planning roles at Apex Financial Advisors and Ameriprise Financial Services.
William Davis’ longest registration was 6 years at Ameriprise Financial Services, LLC (2016–2023). Before joining Vericrest Private Wealth in 2024, William Davis was registered through Ameriprise Financial Services, LLC and Prism Advisory Group, LLC.
- – present · 2 yearsNewtown, PA · Adviser representative · Firm CRD 311111
- Ameriprise Financial Services, LLC– · 6 yearsLanghorne, PA · Adviser representative · Firm CRD 6363
- Prism Advisory Group, LLC– · under a yearNewtown, PA · Adviser representative · Firm CRD 152555
- Apex Financial Advisors, Inc– · 3 yearsYardley, PA · Adviser representative · Firm CRD 155210
Professional designations
Listed by Vericrest Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst™ (CDFA™)
- Accredited Portfolio Management Advisor™ (APMA®)
Investment adviser representative registrations
William Davis is registered as an investment adviser representative in 2 states. The first approvals date from March 2024; the most recent is Texas, in April 2026.
- PennsylvaniaSince 26 March 2024
- TexasSince 3 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 16 March 2017 |
| Series 7 | General Securities Representative Examination | 18 January 2017 |
| Series 66 | Uniform Combined State Law Examination | 24 March 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- William F Davis
- CRD
- 5710523
- Firm
- Vericrest Private Wealth · CRD 311111
- Role
- Managing Member and CCO
- Office
- 41 UNIVERSITY DRIVE, SUITE 400, Newtown, PA 18940
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vericrestprivatewealth.com
Where does William Davis work?
William Davis has been Managing Member and CCO of Vericrest Private Wealth, LLC since April 2023, and is a control person of the firm.
Is William Davis a financial advisor?
Yes. William Davis has a current investment-adviser registration in Pennsylvania and Texas, through Vericrest Private Wealth since March 2024.
How many years of experience does William Davis have?
William Davis has 13 years in the financial industry, since June 2013, across 4 adviser firms.
What exams has William Davis passed?
William Davis has passed 3 licensing exams: the Series 66, Series 7 and Series 63. The earliest, the Series 66, was passed in March 2012. FINRA credited William Davis with the SIE, which began in October 2018.
Where did William Davis work before Vericrest Private Wealth?
Before Vericrest Private Wealth, William Davis was registered through Ameriprise Financial Services, LLC, December 2016 to May 2023; Prism Advisory Group, LLC, June 2016 to October 2016; Apex Financial Advisors, Inc, July 2012 to May 2016.
Where is William Davis based?
William Davis’ registered office is in Newtown, PA.
Is William Davis registered with FINRA?
No. William Davis has no current broker registration.
Is William Davis a CFP?
Vericrest Private Wealth lists William Davis with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: William F. Davis, CFP® biography, vericrestprivatewealth.com
How can I verify William Davis’ record?
Search CRD 5710523 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Davis’ full registration record.