Michael K. Davis
Professional summary
Michael Kim Davis, who also goes by Michael Davis, is a registered financial advisor currently at COTTAGE STREET ADVISORS located in Marion, Massachusetts.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Kim Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 24, 2015 - Present
COTTAGE STREET ADVISORS
Office #1: 9 Cottage Street, Marion, MA 02738January 18, 2005 - March 18, 2015
DAVIS MICHAEL KIM
Primary Firm SEC Registration
COTTAGE STREET ADVISORS
CRD#: 173487 / SEC#: 801-80574
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/5/2023)
(3/24/2015)
(4/14/2021)
Current Firm
COTTAGE STREET ADVISORS
CRD#: 173487 / SEC#: 801-80574
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 363 |
| AUM (Assets Under Management) | $ 290,229,456 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/25/2025 | ||
| 01/18/2024 | ||
| 03/31/2023 |
Red Flags
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Company Information
COTTAGE STREET ADVISORS
CRD#: 173487Marion, MA 02738TRUST BUT VERIFY
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