Michael James Davidson
Investment adviser representative at Wisdom Index Advisors
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$221.3MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Wisdom Index AdvisorsJul 2004 to now
- Financial Innovations LLC dba Wisdom Index AdvisorsJul 2004 to Jun 2022
- Financial Innovations LLCJul 2004 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Wisdom Index Advisors
Legal name: Wisdom Index Advisors, LLC
$221.3MAssets managed
197Clients
1Advisers
7 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
- 4547024
- Firm CRD
- 132567