Skip to content

Ethan M Davidov

Investment adviser representative at Davidov Wealth Group, LLC
12 yearsExperience
1 stateRegistered in
$174.5MFirm assets
5 yearsFirm in business

Are you Ethan M Davidov? Claim your profile

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

12 years in the industry.

  1. Davidov Wealth Group, LLCAug 2024 to now
  2. Davidov Financial Coaching, LLCJul 2024 to now
  3. Davidov Law / Davidov FinancialApr 2020 to now
  4. High School / College/ LawJul 2014 to Jun 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7959679
Firm CRD
166794
Advisor's SEC record (opens in a new tab)
CallContact this firm