Michael Davidov
DAVIDOV FINANCIAL COACHING
New Hyde Park, NY 11042
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CRD#: 6161418
Professional summary
Michael Davidov, CFP® is a registered financial advisor currently at DAVIDOV FINANCIAL COACHING, LLC located in New Hyde Park, New York.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Lawyer Life and Health Ins. Brokerage Real Estate Brokerage Name of outside business: Covey Sandler 26, LLC; Is the business investment related: Yes; Location of the business: 830 North Gould Street, Suite #N Sheridan Wyoming 82801 USA; Position Title: Manager; Responsibilities Duties: Asset management, capital raising, contract negotiations/review, underwriting and due diligence, investor relations. ; Start date with business: 2023-08-23; Hours per month devoted to business during trading hours: 6; Hours per month devoted to business outside trading hours: 10;
CRS (Client Relationship Summary) - RIA
Click below to view Michael Davidov's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
February 19, 2021 - Present
DAVIDOV FINANCIAL COACHING, LLC
Office #1: 1981 Marcus Avenue Suite 231, New Hyde Park, NY 11042RIA
CRD#: 166794
New Hyde Park, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DF
DAVIDOV FINANCIAL COACHING, LLC
BRAINTREE FINANCIAL, LLC | DAVIDOV FINANCIAL COACHING, LLC
CRD#: 166794 / SEC#: 801-119871
RIA
Registered Investment Advisory firm - (12/7/2020 Approved)New York
Registered Investment Advisory firm - (10/4/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(2/19/2021)
Exams
Current Firm
DF
DAVIDOV FINANCIAL COACHING, LLC
BRAINTREE FINANCIAL, LLC | DAVIDOV FINANCIAL COACHING, LLC
CRD#: 166794 / SEC#: 801-119871
RIA
Registered Investment Advisory firm - (12/7/2020 Approved)New York
Registered Investment Advisory firm - (10/4/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1981 Marcus Avenue Suite 231, New Hyde Park, NY 11042
Mailing Address
Phone number
(516) 587-5550
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 682 |
| AUM (Assets Under Management) | $ 112,929,430 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/26/2024 | ||
| 09/27/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
