Michael Davidov
Investment adviser representative at Davidov Wealth Group, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$174.5MFirm 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
20 years in the industry.
- Covey Sandler 26, LLCAug 2023 to now
- Davidov Wealth Group, LLCFeb 2021 to now
- Davidov Financial Coaching, LLCApr 2013 to now
- Davidov Law GroupNov 2006 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Davidov Wealth Group, LLC
$174.5MAssets managed
363Clients
2Advisers
5 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
- 6161418
- Firm CRD
- 166794