Eli Davidoff
Investment adviser representative at Ima Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$3.9BFirm assets
12 yearsFirm in business
Are you Eli Davidoff? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ima Advisory Services, Inc.Jul 2025 to now
- Syntrinsic LLCApr 2022 to now
- UBSOct 2021 to Apr 2022
- University of Denver - Daniels College of BusinessSep 2017 to Mar 2022
- Weston HighschoolMay 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ima Advisory Services, Inc.
$3.9BAssets managed
579Clients
44Advisers
12 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
- 7261932
- Firm CRD
- 112091