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Seth W

Series 66

Fredericksburg, VA

Davenport & Company LLC

Seth Wagner is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Daniel's of Morgantown. Outside of his advisory role, he is involved in dog breeding. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, public finance, and advisory programs, supported by dedicated portfolio manager teams and a Manager Research group.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Aric W

Series 63, Series 65

Fredericksburg, VA

Davenport & Company LLC

Aric Wagner is a financial advisor with Davenport & Company LLC in Fredericksburg, VA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has been with Davenport & Company LLC for 32 years. Outside of his advisory role, he is the owner of Step Brothers LLC, a private LLC related to estate planning. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around dedicated portfolio teams and research groups, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Regis K

Series 66

Fredericksburg, VA

Davenport & Company LLC

Regis Keddie III is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2007. Keddie serves on the board and Finance Committee of Friends of the Rappahannock and is also the chairman of the Finance Committee at Precious Blood Catholic Church. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, and investment banking. The firm utilizes dedicated portfolio manager teams and an Investment Policy Committee to manage separate accounts, mutual funds, ETFs, and unified managed accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Stewart E

CFP®, Series 63, Series 66

Fredericksburg, VA

Davenport & Company LLC

Stewart Emenheiser is a CFP®-designated financial advisor with 20 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously spent 13 years with Edward Jones. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversee separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Regis K

Series 63, Series 65

Fredericksburg, VA

Davenport & Company LLC

Regis Keddie II is a financial advisor at Davenport & Company LLC in Fredericksburg, VA, with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1994. Outside of his advisory work, Keddie serves on the finance committees of the Mary Washington Healthcare Corp. and the Fredericksburg Area Chamber of Commerce, and he holds leadership roles in several local nonprofit organizations focused on healthcare and community services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model portfolios, and advisory programs, with asset management organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Eden C

Series 66

Fredericksburg, VA

Davenport & Company LLC

Eden Coltrane is a financial advisor at Davenport & Company LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm manages multiple mutual funds and employs a team-based approach to portfolio management across various account types.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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