# Terrance P. Davis CPA/PFS

Terrance P. Davis CPA/PFS is a RIA based in St. Louis, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** St. Louis, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 118598
- **Registration status:** Registered
- **Latest Form ADV filing:** 2020-02-28T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118598

## About

TERRANCE P DAVIS CPA/PFS is a state-registered investment adviser in ST. LOUIS, MO. The firm manages approximately $91 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Terrance P. Davis — Owner, CPA/PFS

## Questions

### What credentials does Terrance P. Davis hold?

Davis is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). The PFS designation is granted by the American Institute of CPAs to CPAs who meet experience and exam requirements in financial planning.

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Last updated: 2026-07-06T01:24:26.687Z

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