Michael James Davis
Investment adviser representative at Derivaty Co
18 yearsExperience
1 stateRegistered in
$28MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Derivaty, LLCJul 2020 to now
- Rampart Invesdtment ManagementOct 2008 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
Derivaty Co
$28MAssets managed
3Clients
2Advisers
6 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
- 4097379
- Firm CRD
- 310249