Michael Neil Davidoff
Investment adviser representative at Dividend Assets Capital, LLC
16 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$540.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Dividend Assets Capital, LLCFeb 2026 to now
- Larson Financial HoldingsJul 2024 to Feb 2026
- Mnd Wealth ManagementNov 2022 to May 2024
- Lifesci PartnersMar 2022 to Nov 2023
- Bank of Ann ArborApr 2019 to Feb 2022
- Self EmployedJan 2018 to Mar 2019
- Wells Capital ManagementMay 2010 to Dec 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
Dividend Assets Capital, LLC
$540.8MAssets managed
401Clients
7Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2592632
- Firm CRD
- 129973