Christopher Lowen Mueller Davis
Investment Adviser Representative at &Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
christopher Lowen Mueller Davis is an investment adviser representative with &Partners in Oyster Bay, NY, where they have been registered since 2023. They have worked in the securities industry since 1993 and have been registered with 5 firms, including Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York and Ohio.
Registrations & licenses
- Investment adviser:
- New York, Ohio
- Broker:
3 states and territories
Massachusetts, New York, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Clearing Services, LLCMar 2009 – May 2018Melville, NY
- Raymond James Financial Services, Inc.May 2018 – Jun 2018New York, NY
- Steward Partners Investment Advisory, LLCMay 2018 – Jun 2018New York, NY
- Wells Fargo Clearing Services LLCJun 2018 – Jul 2022Melville, NY
- Wells Fargo Advisors Financial Network, LLCJul 2022 – Jul 2023Bethesda, MD
- Ampersand PartnersJul 2023 – Sep 2023St. Louis, MO
- &Partners, LLCOct 2023 – no end date reportedNashville, TN
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About &Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
- Subscription fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management and financial advisory services, including investment solutions, a concierge CIO, operational support with a single point of contact, and access to fintech and new technology resources.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 494
- Offices listed on AdvisorFinder:
- 42
- Main office:
- Nashville, TN
- SEC file number:
- 801-37145
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at &Partners
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Lowen Mueller Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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