DAVIDSON ADVISORY GROUP, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 333090). Regulatory assets under management: $223.5M.
Compensation: % of AUM, Fixed, Commissions, Other.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| David Frank Rotatori | MANAGING PARTNER | — |
| Christopher William Zaccarelli | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| ZACCARELLI CHRISTOPHER WILLIAM | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| ROTATORI DAVID FRANK | MANAGING PARTNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CORNELIUS | NC | 1 | 704-750-0224 |