Coley Davis III is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Cooper McManus, and VOYA Financial Advisors. He is also president of CB Financial Ins Services Inc., which provides fixed insurance sales and investment-related services. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process employs model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, affiliate network, and private-equity ownership.

Coley Davis IV is a financial advisor at OSAIC with eight years of industry experience and holds a Series 66 designation. He has worked with Cooper Financial Group since 2018 and previously held roles at Securities America Advisors and C.B. Financial Insurance Services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.